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 | $59,267 | $152,587-61.2% | $125,175-52.7% | $152,861-61.2% |
| Participation rate | 64.7% | 83.3%-18.6pp | 79.8%-15.1pp | 82.4%-17.7pp |
| Annual return | 23.76% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $520 | $4,946-89.5% | $3,865-86.5% | $4,762-89.1% |
| Participant deferral / active EE | $1,927 | $5,868-67.2% | $4,937-61.0% | $5,850-67.1% |
| Admin fee / account holder | $3,167 | $13,434-76.4% | $9,702-67.4% | $11,596-72.7% |