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 | $61,676 | $73,933-16.6% | $96,683-36.2% | $75,163-17.9% |
| Participation rate | 49.0% | 66.4%-17.4pp | 74.3%-25.4pp | 67.2%-18.2pp |
| Annual return | 15.84% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $693 | $2,928-76.3% | $3,737-81.5% | $2,670-74.1% |
| Participant deferral / active EE | $2,728 | $3,659-25.4% | $4,878-44.1% | $4,125-33.9% |
| Admin fee / account holder | $19,949 | $5,216+282.4% | $6,730+196.4% | $5,651+253.0% |