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 | $133,033 | $133,922-0.7% | $116,228+14.5% | $142,382-6.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 12.58% | 147.76%-135.2pp | 90.06%-77.5pp | 217.08%-204.5pp |
| Employer contribution / active EE | $439 | $3,446-87.3% | $2,994-85.3% | $4,299-89.8% |
| Participant deferral / active EE | $2,205 | $5,672-61.1% | $4,953-55.5% | $6,507-66.1% |
| Admin fee / account holder | $16,142 | $14,945+8.0% | $11,989+34.6% | $12,624+27.9% |