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 | $45,773 | $124,319-63.2% | $111,297-58.9% | $167,490-72.7% |
| Participation rate | 47.1% | 79.6%-32.6pp | 77.3%-30.3pp | 82.1%-35.0pp |
| Annual return | 25.24% | 37.44%-12.2pp | 54.65%-29.4pp | 478.56%-453.3pp |
| Employer contribution / active EE | $570 | $3,435-83.4% | $2,731-79.1% | $4,837-88.2% |
| Participant deferral / active EE | $1,905 | $5,180-63.2% | $4,487-57.5% | $6,341-70.0% |
| Admin fee / account holder | $326 | $10,618-96.9% | $7,964-95.9% | $12,309-97.4% |