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 | $133,159 | $177,572-25.0% | $154,803-14.0% | $142,382-6.5% |
| Participation rate | 23.5% | 82.1%-58.5pp | 78.1%-54.5pp | 80.1%-56.6pp |
| Annual return | 14.13% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $543 | $4,810-88.7% | $4,305-87.4% | $4,299-87.4% |
| Participant deferral / active EE | $2,215 | $6,272-64.7% | $5,540-60.0% | $6,507-66.0% |
| Admin fee / account holder | $108,251 | $16,786+544.9% | $14,329+655.5% | $12,624+757.5% |