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 | $106,508 | $183,519-42.0% | $155,509-31.5% | $145,922-27.0% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.7pp | 80.3%-41.8pp |
| Annual return | 10.07% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $696 | $5,313-86.9% | $4,672-85.1% | $4,660-85.1% |
| Participant deferral / active EE | $1,911 | $6,462-70.4% | $5,626-66.0% | $6,688-71.4% |
| Admin fee / account holder | $1,189 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |