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 | $56,552 | $101,069-44.0% | $81,478-30.6% | $147,584-61.7% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | 9.59% | 32.40%-22.8pp | 38.78%-29.2pp | 578.55%-569.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $554 | $4,242-86.9% | $3,537-84.3% | $5,439-89.8% |
| Admin fee / account holder | $6,776 | $5,812+16.6% | $4,561+48.6% | $10,885-37.8% |