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 | $90,321 | $103,376-12.6% | $87,100+3.7% | $152,861-40.9% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 20.92% | 28.10%-7.2pp | 28.19%-7.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $239 | $3,220-92.6% | $2,521-90.5% | $4,762-95.0% |
| Participant deferral / active EE | $2,808 | $4,778-41.2% | $4,049-30.7% | $5,850-52.0% |
| Admin fee / account holder | $838 | $12,205-93.1% | $7,497-88.8% | $11,596-92.8% |