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 | $36,674 | $116,175-68.4% | $93,606-60.8% | $152,861-76.0% |
| Participation rate | 52.6% | 78.0%-25.4pp | 75.8%-23.2pp | 82.4%-29.8pp |
| Annual return | 19.93% | 35.96%-16.0pp | 32.76%-12.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $331 | $3,218-89.7% | $2,718-87.8% | $4,762-93.1% |
| Participant deferral / active EE | $2,173 | $4,603-52.8% | $4,069-46.6% | $5,850-62.9% |
| Admin fee / account holder | $2,520 | $10,748-76.6% | $7,888-68.1% | $11,596-78.3% |