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 | $94,522 | $110,257-14.3% | $96,544-2.1% | $139,434-32.2% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | 17.32% | 26.32%-9.0pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $534 | $3,620-85.3% | $2,965-82.0% | $4,751-88.8% |
| Participant deferral / active EE | $6,738 | $5,548+21.5% | $4,851+38.9% | $6,710+0.4% |
| Admin fee / account holder | $575 | $11,591-95.0% | $8,252-93.0% | $11,403-95.0% |