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 | $126,142 | $58,851+114.3% | $115,157+9.5% | $72,985+72.8% |
| Participation rate | 66.1% | 65.5%+0.6pp | 75.9%-9.8pp | 69.5%-3.4pp |
| Annual return | 20.76% | 23.16%-2.4pp | 35.60%-14.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $457 | $1,798-74.6% | $3,179-85.6% | $2,440-81.3% |
| Participant deferral / active EE | $1,221 | $2,643-53.8% | $4,168-70.7% | $3,607-66.2% |
| Admin fee / account holder | $6,217 | $6,370-2.4% | $7,088-12.3% | $5,124+21.3% |