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 | $75,595 | $155,788-51.5% | $124,672-39.4% | $167,490-54.9% |
| Participation rate | 54.5% | 81.1%-26.6pp | 74.6%-20.1pp | 82.1%-27.6pp |
| Annual return | 15.13% | 17.97%-2.8pp | 5142.93%-5127.8pp | 478.56%-463.4pp |
| Employer contribution / active EE | $319 | $4,163-92.3% | $3,324-90.4% | $4,837-93.4% |
| Participant deferral / active EE | $2,610 | $5,673-54.0% | $4,614-43.4% | $6,341-58.8% |
| Admin fee / account holder | $754 | $9,531-92.1% | $7,493-89.9% | $12,309-93.9% |