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 | $49,370 | $138,065-64.2% | $123,544-60.0% | $135,375-63.5% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -1.11% | 153.68%-154.8pp | 119.20%-120.3pp | 519.73%-520.8pp |
| Employer contribution / active EE | $634 | $5,151-87.7% | $4,628-86.3% | $4,779-86.7% |
| Participant deferral / active EE | $2,535 | $6,799-62.7% | $6,426-60.5% | $5,609-54.8% |
| Admin fee / account holder | $559 | $10,916-94.9% | $9,284-94.0% | $10,827-94.8% |