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 6-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 | $69,086 | $117,841-41.4% | $102,423-32.5% | $145,922-52.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.31% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $514 | $3,615-85.8% | $3,023-83.0% | $4,660-89.0% |
| Participant deferral / active EE | $2,002 | $5,731-65.1% | $5,053-60.4% | $6,688-70.1% |
| Admin fee / account holder | $6,471 | $13,326-51.4% | $9,451-31.5% | $13,397-51.7% |