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 | $62,493 | $149,679-58.2% | $117,039-46.6% | $147,584-57.7% |
| Participation rate | 28.6% | 83.5%-54.9pp | 77.2%-48.6pp | 82.8%-54.3pp |
| Annual return | 11.73% | 19.31%-7.6pp | 18.95%-7.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $432 | $4,937-91.2% | $3,785-88.6% | $4,876-91.1% |
| Participant deferral / active EE | $1,275 | $4,912-74.1% | $3,929-67.6% | $5,439-76.6% |
| Admin fee / account holder | $14,917 | $7,856+89.9% | $5,974+149.7% | $10,885+37.0% |