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 | $61,441 | $180,449-66.0% | $154,107-60.1% | $135,375-54.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.48% | 888.09%-887.6pp | 735.12%-734.6pp | 519.73%-519.3pp |
| Employer contribution / active EE | $947 | $6,035-84.3% | $5,298-82.1% | $4,779-80.2% |
| Participant deferral / active EE | $2,573 | $5,806-55.7% | $5,081-49.4% | $5,609-54.1% |
| Admin fee / account holder | $1,038 | $16,143-93.6% | $13,411-92.3% | $10,827-90.4% |