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 | $60,480 | $111,754-45.9% | $103,333-41.5% | $145,922-58.6% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 16.86% | 24.77%-7.9pp | 24.88%-8.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $772 | $4,212-81.7% | $3,868-80.1% | $4,660-83.4% |
| Participant deferral / active EE | $1,831 | $5,619-67.4% | $5,057-63.8% | $6,688-72.6% |
| Admin fee / account holder | $340 | $9,750-96.5% | $8,355-95.9% | $13,397-97.5% |