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 | $74,009 | $89,753-17.5% | $107,525-31.2% | $84,808-12.7% |
| Participation rate | 37.5% | 68.1%-30.6pp | 75.1%-37.6pp | 68.3%-30.8pp |
| Annual return | 17.74% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $138 | $3,113-95.6% | $3,754-96.3% | $2,631-94.8% |
| Participant deferral / active EE | $1,713 | $4,056-57.8% | $5,116-66.5% | $4,212-59.3% |
| Admin fee / account holder | $9,770 | $7,222+35.3% | $8,919+9.5% | $7,344+33.0% |