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 | $82,575 | $105,126-21.5% | $94,646-12.8% | $139,434-40.8% |
| Participation rate | 64.7% | 82.4%-17.6pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 19.83% | 38.03%-18.2pp | 156.71%-136.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,531 | $7,599-40.4% | $7,418-38.9% | $6,710-32.5% |
| Admin fee / account holder | $849 | $8,984-90.6% | $7,231-88.3% | $11,403-92.6% |