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 | $74,181 | $81,208-8.7% | $98,907-25.0% | $79,858-7.1% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 21.65% | 60.99%-39.3pp | 196.43%-174.8pp | 31.71%-10.1pp |
| Employer contribution / active EE | $172 | $1,960-91.2% | $2,689-93.6% | $2,471-93.0% |
| Participant deferral / active EE | $3,357 | $3,265+2.8% | $4,244-20.9% | $3,740-10.3% |
| Admin fee / account holder | $3,611 | $6,013-40.0% | $6,642-45.6% | $5,306-32.0% |