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 | $91,957 | $165,335-44.4% | $149,696-38.6% | $158,922-42.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.04% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $331 | $5,103-93.5% | $4,644-92.9% | $4,761-93.0% |
| Participant deferral / active EE | $7,708 | $7,181+7.3% | $6,842+12.7% | $5,982+28.8% |
| Admin fee / account holder | $127,170 | $10,807+1076.8% | $9,309+1266.1% | $11,246+1030.8% |