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 | $16,965 | $124,281-86.3% | $109,143-84.5% | $167,490-89.9% |
| Participation rate | 31.8% | 79.4%-47.6pp | 75.9%-44.1pp | 82.1%-50.3pp |
| Annual return | 10.63% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $514 | $4,207-87.8% | $3,722-86.2% | $4,837-89.4% |
| Participant deferral / active EE | $2,735 | $5,255-48.0% | $4,653-41.2% | $6,341-56.9% |
| Admin fee / account holder | $3,856 | $7,970-51.6% | $6,752-42.9% | $12,309-68.7% |