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 5-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 | $30,448 | $110,257-72.4% | $96,544-68.5% | $139,434-78.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 24.27% | 26.32%-2.0pp | 25.84%-1.6pp | 372.94%-348.7pp |
| Employer contribution / active EE | $665 | $3,620-81.6% | $2,965-77.6% | $4,751-86.0% |
| Participant deferral / active EE | $9,854 | $5,548+77.6% | $4,851+103.1% | $6,710+46.9% |
| Admin fee / account holder | $9,173 | $11,591-20.9% | $8,252+11.2% | $11,403-19.6% |