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 | $79,020 | $102,317-22.8% | $146,958-46.2% | $80,856-2.3% |
| Participation rate | 64.5% | 75.8%-11.4pp | 82.2%-17.7pp | 67.6%-3.2pp |
| Annual return | 12.94% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $633 | $3,713-83.0% | $4,933-87.2% | $2,755-77.0% |
| Participant deferral / active EE | $3,947 | $6,644-40.6% | $8,070-51.1% | $4,296-8.1% |
| Admin fee / account holder | $3,598 | $7,941-54.7% | $12,998-72.3% | $6,918-48.0% |