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 | $86,030 | $160,055-46.2% | $140,016-38.6% | $135,375-36.5% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | 4.34% | 911.38%-907.0pp | 651.12%-646.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $914 | $6,420-85.8% | $5,606-83.7% | $4,779-80.9% |
| Participant deferral / active EE | $3,033 | $7,642-60.3% | $6,927-56.2% | $5,609-45.9% |
| Admin fee / account holder | $26,270 | $13,328+97.1% | $10,705+145.4% | $10,827+142.6% |