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 | $40,256 | $183,519-78.1% | $155,509-74.1% | $145,922-72.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.93% | 61.17%-40.2pp | 64.67%-43.7pp | 561.29%-540.4pp |
| Employer contribution / active EE | $821 | $5,313-84.5% | $4,672-82.4% | $4,660-82.4% |
| Participant deferral / active EE | $3,658 | $6,462-43.4% | $5,626-35.0% | $6,688-45.3% |
| Admin fee / account holder | $5,200 | $19,313-73.1% | $15,912-67.3% | $13,397-61.2% |