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 | $35,109 | $144,119-75.6% | $117,854-70.2% | $147,584-76.2% |
| Participation rate | 60.9% | 83.4%-22.5pp | 79.7%-18.8pp | 82.8%-22.0pp |
| Annual return | 10.54% | 531.15%-520.6pp | 335.08%-324.5pp | 578.55%-568.0pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,374 | $5,316-55.3% | $4,482-47.0% | $5,439-56.3% |
| Admin fee / account holder | $487 | $10,886-95.5% | $8,020-93.9% | $10,885-95.5% |