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 | $77,066 | $98,240-21.6% | $82,313-6.4% | $147,584-47.8% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 9.91% | 30.85%-20.9pp | 25.88%-16.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $170 | $3,192-94.7% | $2,428-93.0% | $4,876-96.5% |
| Participant deferral / active EE | $1,720 | $4,383-60.7% | $3,706-53.6% | $5,439-68.4% |
| Admin fee / account holder | $10,870 | $8,563+26.9% | $5,608+93.8% | $10,885-0.1% |