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 | $35,427 | $115,770-69.4% | $101,248-65.0% | $158,922-77.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 9.59% | 56.14%-46.5pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $513 | $4,175-87.7% | $3,660-86.0% | $4,761-89.2% |
| Participant deferral / active EE | $3,183 | $4,957-35.8% | $4,370-27.2% | $5,982-46.8% |
| Admin fee / account holder | $342 | $7,245-95.3% | $5,945-94.3% | $11,246-97.0% |