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 | $54,264 | $117,841-54.0% | $102,423-47.0% | $145,922-62.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 10.51% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $642 | $3,615-82.2% | $3,023-78.8% | $4,660-86.2% |
| Participant deferral / active EE | $2,567 | $5,731-55.2% | $5,053-49.2% | $6,688-61.6% |
| Admin fee / account holder | $449 | $13,326-96.6% | $9,451-95.2% | $13,397-96.6% |