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 | $65,351 | $227,553-71.3% | $189,557-65.5% | $167,490-61.0% |
| Participation rate | 61.5% | 82.5%-21.0pp | 78.4%-16.9pp | 82.1%-20.6pp |
| Annual return | 11.25% | 78.40%-67.1pp | 64.17%-52.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,193 | $7,002-40.1% | $6,174-32.1% | $6,341-33.9% |
| Admin fee / account holder | $3,087 | $11,878-74.0% | $9,807-68.5% | $12,309-74.9% |