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 | $78,860 | $152,587-48.3% | $125,175-37.0% | $152,861-48.4% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.4%-23.6pp |
| Annual return | 18.23% | 54.84%-36.6pp | 43.79%-25.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $619 | $4,946-87.5% | $3,865-84.0% | $4,762-87.0% |
| Participant deferral / active EE | $4,511 | $5,868-23.1% | $4,937-8.6% | $5,850-22.9% |
| Admin fee / account holder | $34,650 | $13,434+157.9% | $9,702+257.1% | $11,596+198.8% |