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 | $52,859 | $209,411-74.8% | $178,490-70.4% | $158,922-66.7% |
| Participation rate | 44.4% | 86.3%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 13.16% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $994 | $5,706-82.6% | $5,011-80.2% | $4,761-79.1% |
| Participant deferral / active EE | $4,647 | $5,954-22.0% | $5,202-10.7% | $5,982-22.3% |
| Admin fee / account holder | $6,420 | $17,074-62.4% | $13,984-54.1% | $11,246-42.9% |