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 9-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 | $34,033 | $185,822-81.7% | $169,993-80.0% | $139,434-75.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 28.05% | 60.50%-32.4pp | 53.37%-25.3pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,086 | $7,590-85.7% | $6,785-84.0% | $4,751-77.1% |
| Participant deferral / active EE | $10,605 | $11,622-8.8% | $10,408+1.9% | $6,710+58.0% |
| Admin fee / account holder | $303 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |