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 | $109,200 | $131,829-17.2% | $108,579+0.6% | $273,961-60.1% |
| Participation rate | 52.9% | 83.5%-30.5pp | 79.6%-26.6pp | 83.0%-30.1pp |
| Annual return | 6.09% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $327 | $4,912-93.3% | $3,758-91.3% | $4,869-93.3% |
| Participant deferral / active EE | $2,306 | $5,127-55.0% | $4,311-46.5% | $5,287-56.4% |
| Admin fee / account holder | $8,407 | $10,252-18.0% | $7,645+10.0% | $10,132-17.0% |