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 | $68,349 | $102,317-33.2% | $146,958-53.5% | $80,856-15.5% |
| Participation rate | 27.8% | 75.8%-48.1pp | 82.2%-54.4pp | 67.6%-39.9pp |
| Annual return | 19.42% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $28 | $3,713-99.3% | $4,933-99.4% | $2,755-99.0% |
| Participant deferral / active EE | $3,054 | $6,644-54.0% | $8,070-62.2% | $4,296-28.9% |
| Admin fee / account holder | $515 | $7,941-93.5% | $12,998-96.0% | $6,918-92.6% |