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 | $32,623 | $210,648-84.5% | $177,989-81.7% | $145,922-77.6% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 11.35% | 385.86%-374.5pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,137 | $6,958-26.2% | $6,276-18.1% | $6,688-23.2% |
| Admin fee / account holder | $9,517 | $12,013-20.8% | $10,363-8.2% | $13,397-29.0% |