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 | $63,039 | $107,334-41.3% | $92,893-32.1% | $152,861-58.8% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.0%-48.2pp | 82.4%-54.7pp |
| Annual return | 15.72% | 145.58%-129.9pp | 109.41%-93.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $706 | $4,221-83.3% | $3,653-80.7% | $4,762-85.2% |
| Participant deferral / active EE | $2,794 | $4,845-42.3% | $4,236-34.0% | $5,850-52.2% |
| Admin fee / account holder | $1,127 | $7,079-84.1% | $5,794-80.5% | $11,596-90.3% |