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 | $79,819 | $106,515-25.1% | $96,683-17.4% | $139,434-42.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 11.26% | 38.43%-27.2pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $65 | $4,103-98.4% | $3,737-98.3% | $4,751-98.6% |
| Participant deferral / active EE | $2,493 | $5,454-54.3% | $4,878-48.9% | $6,710-62.8% |
| Admin fee / account holder | $7,412 | $7,877-5.9% | $6,730+10.1% | $11,403-35.0% |