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 | $21,068 | $91,037-76.9% | $71,671-70.6% | $147,584-85.7% |
| Participation rate | 53.3% | 76.1%-22.8pp | 68.7%-15.4pp | 82.8%-29.5pp |
| Annual return | 15.45% | 20.48%-5.0pp | 20.65%-5.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $460 | $3,327-86.2% | $2,460-81.3% | $4,876-90.6% |
| Participant deferral / active EE | $1,799 | $4,498-60.0% | $3,438-47.7% | $5,439-66.9% |
| Admin fee / account holder | $607 | $8,613-93.0% | $5,558-89.1% | $10,885-94.4% |