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 | $69,187 | $73,933-6.4% | $96,683-28.4% | $75,163-8.0% |
| Participation rate | 13.3% | 66.4%-53.1pp | 74.3%-61.0pp | 67.2%-53.9pp |
| Annual return | 19.78% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $496 | $2,928-83.1% | $3,737-86.7% | $2,670-81.4% |
| Participant deferral / active EE | $1,627 | $3,659-55.5% | $4,878-66.6% | $4,125-60.6% |
| Admin fee / account holder | $632 | $5,216-87.9% | $6,730-90.6% | $5,651-88.8% |