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 | $64,943 | $102,317-36.5% | $146,958-55.8% | $80,856-19.7% |
| Participation rate | 48.8% | 75.8%-27.1pp | 82.2%-33.4pp | 67.6%-18.9pp |
| Annual return | 23.60% | 134.76%-111.2pp | 418.34%-394.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $270 | $3,713-92.7% | $4,933-94.5% | $2,755-90.2% |
| Participant deferral / active EE | $3,616 | $6,644-45.6% | $8,070-55.2% | $4,296-15.8% |
| Admin fee / account holder | $9,130 | $7,941+15.0% | $12,998-29.8% | $6,918+32.0% |