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 | $58,378 | $105,931-44.9% | $81,930-28.7% | $158,922-63.3% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.0%-34.5pp | 82.0%-44.5pp |
| Annual return | 16.56% | 38.17%-21.6pp | 29.49%-12.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $31 | $7,800-99.6% | $4,310-99.3% | $4,761-99.3% |
| Participant deferral / active EE | $2,536 | $13,003-80.5% | $7,107-64.3% | $5,982-57.6% |
| Admin fee / account holder | $9,042 | $8,489+6.5% | $5,158+75.3% | $11,246-19.6% |