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 | $82,116 | $106,515-22.9% | $96,683-15.1% | $139,434-41.1% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 11.66% | 38.43%-26.8pp | 35.69%-24.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $613 | $4,103-85.1% | $3,737-83.6% | $4,751-87.1% |
| Participant deferral / active EE | $1,430 | $5,454-73.8% | $4,878-70.7% | $6,710-78.7% |
| Admin fee / account holder | $105,683 | $7,877+1241.7% | $6,730+1470.4% | $11,403+826.8% |