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 | $80,676 | $106,515-24.3% | $96,683-16.6% | $139,434-42.1% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.3%-37.5pp | 80.3%-43.5pp |
| Annual return | 16.60% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $694 | $4,103-83.1% | $3,737-81.4% | $4,751-85.4% |
| Participant deferral / active EE | $2,121 | $5,454-61.1% | $4,878-56.5% | $6,710-68.4% |
| Admin fee / account holder | $677 | $7,877-91.4% | $6,730-89.9% | $11,403-94.1% |