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 | $37,537 | $103,376-63.7% | $87,100-56.9% | $152,861-75.4% |
| Participation rate | 68.2% | 79.3%-11.2pp | 76.9%-8.7pp | 82.4%-14.3pp |
| Annual return | 19.26% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $425 | $3,220-86.8% | $2,521-83.1% | $4,762-91.1% |
| Participant deferral / active EE | $1,876 | $4,778-60.7% | $4,049-53.7% | $5,850-67.9% |
| Admin fee / account holder | $17,519 | $12,205+43.5% | $7,497+133.7% | $11,596+51.1% |