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 | $73,865 | $179,726-58.9% | $156,263-52.7% | $142,382-48.1% |
| Participation rate | 38.1% | 82.1%-44.0pp | 78.9%-40.8pp | 80.1%-42.0pp |
| Annual return | 15.49% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $875 | $5,069-82.7% | $4,333-79.8% | $4,299-79.6% |
| Participant deferral / active EE | $2,374 | $6,956-65.9% | $6,158-61.4% | $6,507-63.5% |
| Admin fee / account holder | $77,590 | $17,272+349.2% | $14,255+444.3% | $12,624+514.6% |