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 | $70,411 | $89,753-21.6% | $107,525-34.5% | $84,808-17.0% |
| Participation rate | 10.7% | 68.1%-57.3pp | 75.1%-64.4pp | 68.3%-57.6pp |
| Annual return | 14.01% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $664 | $3,113-78.7% | $3,754-82.3% | $2,631-74.7% |
| Participant deferral / active EE | $2,632 | $4,056-35.1% | $5,116-48.5% | $4,212-37.5% |
| Admin fee / account holder | $654 | $7,222-90.9% | $8,919-92.7% | $7,344-91.1% |