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 | $88,247 | $148,534-40.6% | $135,903-35.1% | $139,434-36.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 14.59% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $325 | $5,243-93.8% | $4,856-93.3% | $4,751-93.2% |
| Participant deferral / active EE | $3,039 | $8,100-62.5% | $7,758-60.8% | $6,710-54.7% |
| Admin fee / account holder | $745 | $12,400-94.0% | $10,762-93.1% | $11,403-93.5% |