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 | $34,964 | $148,534-76.5% | $135,903-74.3% | $139,434-74.9% |
| Participation rate | 61.9% | 83.9%-21.9pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 16.72% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $807 | $5,243-84.6% | $4,856-83.4% | $4,751-83.0% |
| Participant deferral / active EE | $3,175 | $8,100-60.8% | $7,758-59.1% | $6,710-52.7% |
| Admin fee / account holder | $1,516 | $12,400-87.8% | $10,762-85.9% | $11,403-86.7% |