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 | $60,268 | $198,466-69.6% | $170,442-64.6% | $147,584-59.2% |
| Participation rate | 68.8% | 88.0%-19.2pp | 83.6%-14.8pp | 82.8%-14.1pp |
| Annual return | 15.01% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $461 | $6,184-92.5% | $5,433-91.5% | $4,876-90.5% |
| Participant deferral / active EE | $3,551 | $5,629-36.9% | $4,939-28.1% | $5,439-34.7% |
| Admin fee / account holder | $5,407 | $16,852-67.9% | $13,880-61.0% | $10,885-50.3% |