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 | $78,337 | $152,587-48.7% | $125,175-37.4% | $152,861-48.8% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 29.35% | 54.84%-25.5pp | 43.79%-14.4pp | 345.32%-316.0pp |
| Employer contribution / active EE | $406 | $4,946-91.8% | $3,865-89.5% | $4,762-91.5% |
| Participant deferral / active EE | $2,606 | $5,868-55.6% | $4,937-47.2% | $5,850-55.5% |
| Admin fee / account holder | $1,089 | $13,434-91.9% | $9,702-88.8% | $11,596-90.6% |