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 | $71,719 | $106,515-32.7% | $96,683-25.8% | $139,434-48.6% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 19.14% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $554 | $4,103-86.5% | $3,737-85.2% | $4,751-88.3% |
| Participant deferral / active EE | $4,252 | $5,454-22.0% | $4,878-12.8% | $6,710-36.6% |
| Admin fee / account holder | $2,298 | $7,877-70.8% | $6,730-65.9% | $11,403-79.8% |