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 | $55,648 | $133,922-58.4% | $116,228-52.1% | $142,382-60.9% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.6%-10.3pp | 80.1%-15.8pp |
| Annual return | 12.01% | 147.76%-135.8pp | 90.06%-78.0pp | 217.08%-205.1pp |
| Employer contribution / active EE | $293 | $3,446-91.5% | $2,994-90.2% | $4,299-93.2% |
| Participant deferral / active EE | $2,320 | $5,672-59.1% | $4,953-53.2% | $6,507-64.3% |
| Admin fee / account holder | $8,648 | $14,945-42.1% | $11,989-27.9% | $12,624-31.5% |