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 | $91,968 | $117,841-22.0% | $102,423-10.2% | $145,922-37.0% |
| Participation rate | 54.5% | 78.6%-24.0pp | 76.5%-21.9pp | 80.3%-25.7pp |
| Annual return | 18.57% | 31.65%-13.1pp | 29.32%-10.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $852 | $3,615-76.4% | $3,023-71.8% | $4,660-81.7% |
| Participant deferral / active EE | $3,132 | $5,731-45.3% | $5,053-38.0% | $6,688-53.2% |
| Admin fee / account holder | $852 | $13,326-93.6% | $9,451-91.0% | $13,397-93.6% |