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 | $32,891 | $81,632-59.7% | $70,449-53.3% | $158,922-79.3% |
| Participation rate | 65.0% | 77.7%-12.7pp | 75.1%-10.1pp | 82.0%-17.0pp |
| Annual return | 12.73% | 208.40%-195.7pp | 109.03%-96.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,083 | $4,554-32.3% | $3,709-16.9% | $5,982-48.5% |
| Admin fee / account holder | $2,634 | $6,193-57.5% | $3,845-31.5% | $11,246-76.6% |