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 | $79,013 | $165,984-52.4% | $164,813-52.1% | $145,922-45.9% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 23.30% | 100.03%-76.7pp | 69.93%-46.6pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,096 | $5,273-79.2% | $4,341-74.8% | $4,660-76.5% |
| Participant deferral / active EE | $2,682 | $6,959-61.5% | $6,031-55.5% | $6,688-59.9% |
| Admin fee / account holder | $5,433 | $16,648-67.4% | $12,690-57.2% | $13,397-59.4% |