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 9-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 | $58,190 | $114,381-49.1% | $107,525-45.9% | $142,382-59.1% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.1%-17.2pp | 80.1%-22.2pp |
| Annual return | 17.95% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $206 | $4,015-94.9% | $3,754-94.5% | $4,299-95.2% |
| Participant deferral / active EE | $5,340 | $5,564-4.0% | $5,116+4.4% | $6,507-17.9% |
| Admin fee / account holder | $19,407 | $9,860+96.8% | $8,919+117.6% | $12,624+53.7% |