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 | $39,334 | $227,553-82.7% | $189,557-79.2% | $167,490-76.5% |
| Participation rate | 38.1% | 82.5%-44.4pp | 78.4%-40.3pp | 82.1%-44.0pp |
| Annual return | 10.42% | 78.40%-68.0pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $214 | $5,316-96.0% | $4,412-95.1% | $4,837-95.6% |
| Participant deferral / active EE | $2,141 | $7,002-69.4% | $6,174-65.3% | $6,341-66.2% |
| Admin fee / account holder | $38,908 | $11,878+227.6% | $9,807+296.7% | $12,309+216.1% |