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 | $94,753 | $162,781-41.8% | $133,956-29.3% | $158,922-40.4% |
| Participation rate | 43.5% | 83.2%-39.7pp | 79.8%-36.4pp | 82.0%-38.5pp |
| Annual return | 9.99% | 41.94%-31.9pp | 45.09%-35.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,603 | $5,911-39.0% | $5,048-28.6% | $5,982-39.8% |
| Admin fee / account holder | $718 | $11,736-93.9% | $8,927-92.0% | $11,246-93.6% |