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 | $64,822 | $106,890-39.4% | $84,015-22.8% | $152,861-57.6% |
| Participation rate | 52.9% | 75.2%-22.3pp | 69.0%-16.1pp | 82.4%-29.5pp |
| Annual return | 19.04% | 104.99%-85.9pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $361 | $2,734-86.8% | $1,983-81.8% | $4,762-92.4% |
| Participant deferral / active EE | $1,632 | $4,011-59.3% | $3,239-49.6% | $5,850-72.1% |
| Admin fee / account holder | $6,910 | $8,285-16.6% | $6,101+13.3% | $11,596-40.4% |