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 | $71,791 | $112,881-36.4% | $90,951-21.1% | $158,922-54.8% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 9.12% | 215.79%-206.7pp | 134.60%-125.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $315 | $2,893-89.1% | $2,122-85.1% | $4,761-93.4% |
| Participant deferral / active EE | $1,397 | $4,128-66.1% | $3,373-58.6% | $5,982-76.6% |
| Admin fee / account holder | $38,495 | $8,041+378.7% | $5,959+546.0% | $11,246+242.3% |