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 | $38,023 | $84,696-55.1% | $75,696-49.8% | $167,490-77.3% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.8%-51.0pp | 82.1%-58.3pp |
| Annual return | 15.69% | 199.36%-183.7pp | 104.53%-88.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $161 | $3,230-95.0% | $2,743-94.1% | $4,837-96.7% |
| Participant deferral / active EE | $3,343 | $4,580-27.0% | $3,821-12.5% | $6,341-47.3% |
| Admin fee / account holder | $1,008 | $5,355-81.2% | $3,619-72.1% | $12,309-91.8% |