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 | $95,896 | $209,411-54.2% | $178,490-46.3% | $158,922-39.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 29.51% | 188.75%-159.2pp | 151.07%-121.6pp | 302.83%-273.3pp |
| Employer contribution / active EE | $1,081 | $5,706-81.1% | $5,011-78.4% | $4,761-77.3% |
| Participant deferral / active EE | $3,933 | $5,954-33.9% | $5,202-24.4% | $5,982-34.2% |
| Admin fee / account holder | $692 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |