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 | $116,884 | $154,117-24.2% | $129,995-10.1% | $139,434-16.2% |
| Participation rate | 23.5% | 82.0%-58.4pp | 78.5%-55.0pp | 80.3%-56.8pp |
| Annual return | 17.28% | 32.48%-15.2pp | -137.18%+154.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $752 | $5,289-85.8% | $4,320-82.6% | $4,751-84.2% |
| Participant deferral / active EE | $3,142 | $6,710-53.2% | $5,820-46.0% | $6,710-53.2% |
| Admin fee / account holder | $1,501 | $14,007-89.3% | $10,614-85.9% | $11,403-86.8% |