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 | $58,230 | $228,332-74.5% | $185,823-68.7% | $158,922-63.4% |
| Participation rate | 69.2% | 82.3%-13.1pp | 78.0%-8.8pp | 82.0%-12.7pp |
| Annual return | 6.06% | 40.80%-34.7pp | 35.95%-29.9pp | 302.83%-296.8pp |
| Employer contribution / active EE | $78 | $4,967-98.4% | $4,087-98.1% | $4,761-98.4% |
| Participant deferral / active EE | $1,374 | $6,415-78.6% | $5,632-75.6% | $5,982-77.0% |
| Admin fee / account holder | $3,129 | $11,864-73.6% | $9,500-67.1% | $11,246-72.2% |