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 | $37,220 | $56,317-33.9% | $71,209-47.7% | $74,304-49.9% |
| Participation rate | 37.0% | 55.1%-18.1pp | 73.8%-36.7pp | 60.3%-23.3pp |
| Annual return | 15.33% | 42.83%-27.5pp | 282.51%-267.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $118 | $2,160-94.5% | $2,721-95.6% | $2,241-94.7% |
| Participant deferral / active EE | $802 | $2,788-71.2% | $4,175-80.8% | $3,767-78.7% |
| Admin fee / account holder | $640 | $2,290-72.0% | $5,349-88.0% | $2,969-78.4% |