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 | $70,633 | $95,880-26.3% | $107,525-34.3% | $85,563-17.4% |
| Participation rate | 28.0% | 70.1%-42.1pp | 75.1%-47.1pp | 66.0%-38.0pp |
| Annual return | 14.57% | 68.06%-53.5pp | 181.32%-166.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $345 | $3,812-91.0% | $3,754-90.8% | $2,654-87.0% |
| Participant deferral / active EE | $3,808 | $4,201-9.4% | $5,116-25.6% | $4,375-13.0% |
| Admin fee / account holder | $24,149 | $1,025+2255.0% | $8,919+170.8% | $834+2794.9% |