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 | $103,963 | $70,428+47.6% | $96,562+7.7% | $85,850+21.1% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 11.97% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $173 | $1,413-87.7% | $2,356-92.6% | $2,565-93.2% |
| Participant deferral / active EE | $3,158 | $2,894+9.1% | $3,849-17.9% | $3,952-20.1% |
| Admin fee / account holder | $2,241 | $4,997-55.2% | $6,181-63.7% | $6,260-64.2% |