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 | $47,371 | $177,572-73.3% | $154,803-69.4% | $142,382-66.7% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 19.66% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $537 | $4,810-88.8% | $4,305-87.5% | $4,299-87.5% |
| Participant deferral / active EE | $1,709 | $6,272-72.7% | $5,540-69.2% | $6,507-73.7% |
| Admin fee / account holder | $1,035 | $16,786-93.8% | $14,329-92.8% | $12,624-91.8% |