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 | $36,863 | $81,208-54.6% | $98,907-62.7% | $79,858-53.8% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 15.93% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $372 | $1,960-81.0% | $2,689-86.2% | $2,471-85.0% |
| Participant deferral / active EE | $1,442 | $3,265-55.8% | $4,244-66.0% | $3,740-61.4% |
| Admin fee / account holder | $1,363 | $6,013-77.3% | $6,642-79.5% | $5,306-74.3% |