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 | $109,822 | $144,119-23.8% | $117,854-6.8% | $147,584-25.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 10.31% | 531.15%-520.8pp | 335.08%-324.8pp | 578.55%-568.2pp |
| Employer contribution / active EE | $418 | $4,896-91.5% | $3,786-89.0% | $4,876-91.4% |
| Participant deferral / active EE | $1,606 | $5,316-69.8% | $4,482-64.2% | $5,439-70.5% |
| Admin fee / account holder | $16,291 | $10,886+49.7% | $8,020+103.1% | $10,885+49.7% |