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 | $55,266 | $63,346-12.8% | $92,233-40.1% | $70,131-21.2% |
| Participation rate | 34.3% | 68.7%-34.3pp | 76.5%-42.2pp | 69.5%-35.2pp |
| Annual return | 13.91% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $276 | $2,471-88.8% | $3,679-92.5% | $2,342-88.2% |
| Participant deferral / active EE | $1,631 | $2,854-42.8% | $3,897-58.1% | $3,332-51.0% |
| Admin fee / account holder | $363 | $3,840-90.5% | $5,194-93.0% | $4,645-92.2% |