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 | $72,323 | $165,984-56.4% | $164,813-56.1% | $145,922-50.4% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 8.80% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,119 | $5,273-78.8% | $4,341-74.2% | $4,660-76.0% |
| Participant deferral / active EE | $2,645 | $6,959-62.0% | $6,031-56.2% | $6,688-60.5% |
| Admin fee / account holder | $999 | $16,648-94.0% | $12,690-92.1% | $13,397-92.5% |