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 | $119,549 | $201,272-40.6% | $184,203-35.1% | $145,922-18.1% |
| Participation rate | 43.8% | 87.5%-43.7pp | 86.8%-43.1pp | 80.3%-36.5pp |
| Annual return | 17.86% | 29.00%-11.1pp | 28.81%-11.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,058 | $7,022-84.9% | $6,427-83.5% | $4,660-77.3% |
| Participant deferral / active EE | $5,290 | $9,806-46.0% | $9,131-42.1% | $6,688-20.9% |
| Admin fee / account holder | $3,971 | $16,364-75.7% | $13,901-71.4% | $13,397-70.4% |