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 | $58,289 | $217,402-73.2% | $185,823-68.6% | $167,490-65.2% |
| Participation rate | 23.1% | 86.0%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 12.10% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $696 | $5,873-88.1% | $5,167-86.5% | $4,837-85.6% |
| Participant deferral / active EE | $2,575 | $6,356-59.5% | $5,568-53.8% | $6,341-59.4% |
| Admin fee / account holder | $1,560 | $19,811-92.1% | $16,237-90.4% | $12,309-87.3% |