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 | $62,528 | $102,604-39.1% | $86,188-27.5% | $139,434-55.2% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 11.64% | 1922.51%-1910.9pp | 1168.45%-1156.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $412 | $3,032-86.4% | $2,380-82.7% | $4,751-91.3% |
| Participant deferral / active EE | $1,713 | $4,676-63.4% | $3,985-57.0% | $6,710-74.5% |
| Admin fee / account holder | $4,932 | $8,657-43.0% | $6,852-28.0% | $11,403-56.7% |