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 | $88,045 | $165,335-46.7% | $149,696-41.2% | $158,922-44.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 18.84% | 348.15%-329.3pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $847 | $5,103-83.4% | $4,644-81.8% | $4,761-82.2% |
| Participant deferral / active EE | $4,997 | $7,181-30.4% | $6,842-27.0% | $5,982-16.5% |
| Admin fee / account holder | $961 | $10,807-91.1% | $9,309-89.7% | $11,246-91.5% |