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 | $31,101 | $96,965-67.9% | $97,995-68.3% | $147,584-78.9% |
| Participation rate | 0.0% | 83.6%-83.6pp | 82.4%-82.4pp | 82.8%-82.8pp |
| Annual return | 24.51% | 24.11%+0.4pp | 23.94%+0.6pp | 578.55%-554.0pp |
| Employer contribution / active EE | $873 | $4,536-80.7% | $4,158-79.0% | $4,876-82.1% |
| Participant deferral / active EE | $2,415 | $5,081-52.5% | $5,097-52.6% | $5,439-55.6% |
| Admin fee / account holder | $2,208 | $8,120-72.8% | $5,943-62.9% | $10,885-79.7% |