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 | $33,840 | $209,411-83.8% | $178,490-81.0% | $158,922-78.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 17.07% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $976 | $5,706-82.9% | $5,011-80.5% | $4,761-79.5% |
| Participant deferral / active EE | $4,410 | $5,954-25.9% | $5,202-15.2% | $5,982-26.3% |
| Admin fee / account holder | $2,138 | $17,074-87.5% | $13,984-84.7% | $11,246-81.0% |