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 | $58,545 | $112,096-47.8% | $95,952-39.0% | $158,922-63.2% |
| Participation rate | 36.4% | 79.0%-42.6pp | 77.1%-40.7pp | 82.0%-45.6pp |
| Annual return | 17.38% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $403 | $3,198-87.4% | $2,541-84.1% | $4,761-91.5% |
| Participant deferral / active EE | $4,246 | $4,784-11.2% | $4,167+1.9% | $5,982-29.0% |
| Admin fee / account holder | $309 | $10,130-97.0% | $6,795-95.5% | $11,246-97.3% |