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 5-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 | $41,346 | $65,561-36.9% | $86,188-52.0% | $75,163-45.0% |
| Participation rate | 59.5% | 60.5%-1.0pp | 69.0%-9.5pp | 67.2%-7.7pp |
| Annual return | 14.54% | 46.05%-31.5pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $239 | $1,553-84.6% | $2,380-89.9% | $2,670-91.0% |
| Participant deferral / active EE | $1,270 | $3,024-58.0% | $3,985-68.1% | $4,125-69.2% |
| Admin fee / account holder | $3,639 | $5,474-33.5% | $6,852-46.9% | $5,651-35.6% |