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 | $82,553 | $133,922-38.4% | $116,228-29.0% | $142,382-42.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 10.52% | 147.76%-137.2pp | 90.06%-79.5pp | 217.08%-206.6pp |
| Employer contribution / active EE | $430 | $3,446-87.5% | $2,994-85.6% | $4,299-90.0% |
| Participant deferral / active EE | $2,563 | $5,672-54.8% | $4,953-48.3% | $6,507-60.6% |
| Admin fee / account holder | $84,474 | $14,945+465.2% | $11,989+604.6% | $12,624+569.2% |