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 | $68,689 | $86,944-21.0% | $107,525-36.1% | $74,304-7.6% |
| Participation rate | 25.2% | 59.6%-34.3pp | 75.1%-49.8pp | 60.3%-35.1pp |
| Annual return | 17.90% | 23.52%-5.6pp | 181.32%-163.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $510 | $2,757-81.5% | $3,754-86.4% | $2,241-77.3% |
| Participant deferral / active EE | $1,703 | $3,554-52.1% | $5,116-66.7% | $3,767-54.8% |
| Admin fee / account holder | $3,454 | $3,727-7.3% | $8,919-61.3% | $2,969+16.3% |