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 | $83,655 | $89,753-6.8% | $107,525-22.2% | $84,808-1.4% |
| Participation rate | 45.0% | 68.1%-23.1pp | 75.1%-30.1pp | 68.3%-23.3pp |
| Annual return | 16.18% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $195 | $3,113-93.7% | $3,754-94.8% | $2,631-92.6% |
| Participant deferral / active EE | $2,224 | $4,056-45.2% | $5,116-56.5% | $4,212-47.2% |
| Admin fee / account holder | $486 | $7,222-93.3% | $8,919-94.6% | $7,344-93.4% |