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 | $61,396 | $155,788-60.6% | $124,672-50.8% | $167,490-63.3% |
| Participation rate | 45.5% | 81.1%-35.6pp | 74.6%-29.2pp | 82.1%-36.7pp |
| Annual return | 9.64% | 17.97%-8.3pp | 5142.93%-5133.3pp | 478.56%-468.9pp |
| Employer contribution / active EE | $269 | $4,163-93.5% | $3,324-91.9% | $4,837-94.4% |
| Participant deferral / active EE | $2,235 | $5,673-60.6% | $4,614-51.6% | $6,341-64.8% |
| Admin fee / account holder | $2,363 | $9,531-75.2% | $7,493-68.5% | $12,309-80.8% |