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 | $112,545 | $232,540-51.6% | $185,117-39.2% | $147,584-23.7% |
| Participation rate | 10.0% | 82.4%-72.4pp | 77.3%-67.3pp | 82.8%-72.8pp |
| Annual return | 21.09% | 43.03%-21.9pp | 40.50%-19.4pp | 578.55%-557.5pp |
| Employer contribution / active EE | $302 | $5,195-94.2% | $4,182-92.8% | $4,876-93.8% |
| Participant deferral / active EE | $1,800 | $5,834-69.1% | $5,045-64.3% | $5,439-66.9% |
| Admin fee / account holder | $785 | $10,275-92.4% | $8,159-90.4% | $10,885-92.8% |