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 | $99,912 | $117,841-15.2% | $102,423-2.5% | $145,922-31.5% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 9.62% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $586 | $3,615-83.8% | $3,023-80.6% | $4,660-87.4% |
| Participant deferral / active EE | $2,270 | $5,731-60.4% | $5,053-55.1% | $6,688-66.1% |
| Admin fee / account holder | $30,098 | $13,326+125.9% | $9,451+218.5% | $13,397+124.7% |