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 9-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 | $107,102 | $118,450-9.6% | $98,439+8.8% | $139,434-23.2% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 9.71% | 18.94%-9.2pp | 21.16%-11.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $349 | $3,609-90.3% | $3,048-88.5% | $4,751-92.6% |
| Participant deferral / active EE | $2,973 | $5,392-44.9% | $4,738-37.3% | $6,710-55.7% |
| Admin fee / account holder | $19,571 | $14,026+39.5% | $8,948+118.7% | $11,403+71.6% |