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 | $62,609 | $81,208-22.9% | $98,907-36.7% | $79,858-21.6% |
| Participation rate | 55.8% | 72.5%-16.7pp | 76.0%-20.3pp | 69.6%-13.9pp |
| Annual return | 12.34% | 60.99%-48.6pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $384 | $1,960-80.4% | $2,689-85.7% | $2,471-84.4% |
| Participant deferral / active EE | $1,567 | $3,265-52.0% | $4,244-63.1% | $3,740-58.1% |
| Admin fee / account holder | $9,018 | $6,013+50.0% | $6,642+35.8% | $5,306+70.0% |