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 | $65,714 | $201,272-67.4% | $184,203-64.3% | $145,922-55.0% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 22.03% | 29.00%-7.0pp | 28.81%-6.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $692 | $7,022-90.1% | $6,427-89.2% | $4,660-85.1% |
| Participant deferral / active EE | $4,052 | $9,806-58.7% | $9,131-55.6% | $6,688-39.4% |
| Admin fee / account holder | $1,580 | $16,364-90.3% | $13,901-88.6% | $13,397-88.2% |