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 3-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 | $50,415 | $202,432-75.1% | $169,368-70.2% | $139,434-63.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.79% | 531.74%-513.9pp | 405.60%-387.8pp | 372.94%-355.2pp |
| Employer contribution / active EE | $500 | $4,692-89.3% | $4,013-87.5% | $4,751-89.5% |
| Participant deferral / active EE | $11,250 | $6,938+62.1% | $6,221+80.8% | $6,710+67.7% |
| Admin fee / account holder | $450 | $10,708-95.8% | $9,003-95.0% | $11,403-96.1% |