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 | $49,011 | $209,411-76.6% | $178,490-72.5% | $158,922-69.2% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 20.96% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $567 | $5,706-90.1% | $5,011-88.7% | $4,761-88.1% |
| Participant deferral / active EE | $2,846 | $5,954-52.2% | $5,202-45.3% | $5,982-52.4% |
| Admin fee / account holder | $2,778 | $17,074-83.7% | $13,984-80.1% | $11,246-75.3% |