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 | $36,066 | $177,572-79.7% | $154,803-76.7% | $142,382-74.7% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 15.12% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $701 | $4,810-85.4% | $4,305-83.7% | $4,299-83.7% |
| Participant deferral / active EE | $2,041 | $6,272-67.5% | $5,540-63.2% | $6,507-68.6% |
| Admin fee / account holder | $381 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |