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 | $244,035 | $297,529-18.0% | $246,525-1.0% | $357,791-31.8% |
| Participation rate | 60.9% | 86.5%-25.7pp | 82.0%-21.1pp | 85.6%-24.7pp |
| Annual return | 26.45% | -2.25%+28.7pp | 0.46%+26.0pp | 396.79%-370.3pp |
| Employer contribution / active EE | $1,733 | $8,709-80.1% | $7,467-76.8% | $7,508-76.9% |
| Participant deferral / active EE | $7,924 | $6,076+30.4% | $5,422+46.1% | $5,521+43.5% |
| Admin fee / account holder | $47,116 | $16,212+190.6% | $16,551+184.7% | $28,387+66.0% |