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 7-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 | $101,879 | $176,812-42.4% | $146,665-30.5% | $167,490-39.2% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 13.69% | 24.03%-10.3pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,000 | $5,160-80.6% | $4,136-75.8% | $4,837-79.3% |
| Participant deferral / active EE | $3,750 | $6,440-41.8% | $5,506-31.9% | $6,341-40.9% |
| Admin fee / account holder | $22,555 | $13,259+70.1% | $10,280+119.4% | $12,309+83.2% |