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 | $69,369 | $165,335-58.0% | $149,696-53.7% | $158,922-56.4% |
| Participation rate | 41.2% | 84.6%-43.4pp | 82.5%-41.3pp | 82.0%-40.8pp |
| Annual return | 14.22% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $233 | $5,103-95.4% | $4,644-95.0% | $4,761-95.1% |
| Participant deferral / active EE | $2,873 | $7,181-60.0% | $6,842-58.0% | $5,982-52.0% |
| Admin fee / account holder | $781 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |