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 | $53,406 | $105,126-49.2% | $94,646-43.6% | $139,434-61.7% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 19.96% | 38.03%-18.1pp | 156.71%-136.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $295 | $4,106-92.8% | $3,672-92.0% | $4,751-93.8% |
| Participant deferral / active EE | $2,709 | $7,599-64.4% | $7,418-63.5% | $6,710-59.6% |
| Admin fee / account holder | $8,293 | $8,984-7.7% | $7,231+14.7% | $11,403-27.3% |