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 | $68,779 | $111,724-38.4% | $93,606-26.5% | $145,922-52.9% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 12.63% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $494 | $3,090-84.0% | $2,420-79.6% | $4,660-89.4% |
| Participant deferral / active EE | $2,423 | $4,912-50.7% | $4,411-45.1% | $6,688-63.8% |
| Admin fee / account holder | $873 | $10,250-91.5% | $8,285-89.5% | $13,397-93.5% |