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 | $53,699 | $109,327-50.9% | $89,391-39.9% | $158,922-66.2% |
| Participation rate | 65.2% | 74.3%-9.0pp | 68.0%-2.8pp | 82.0%-16.7pp |
| Annual return | 10.07% | 345.68%-335.6pp | 245.62%-235.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $240 | $3,170-92.4% | $2,586-90.7% | $4,761-95.0% |
| Participant deferral / active EE | $2,291 | $4,598-50.2% | $3,890-41.1% | $5,982-61.7% |
| Admin fee / account holder | $13,447 | $6,153+118.6% | $4,881+175.5% | $11,246+19.6% |