See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,568 | $111,754-33.3% | $103,333-27.8% | $145,922-48.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.21% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $540 | $4,212-87.2% | $3,868-86.0% | $4,660-88.4% |
| Participant deferral / active EE | $3,422 | $5,619-39.1% | $5,057-32.3% | $6,688-48.8% |
| Admin fee / account holder | $1,177 | $9,750-87.9% | $8,355-85.9% | $13,397-91.2% |