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 | $111,823 | $122,584-8.8% | $101,794+9.9% | - |
| Participation rate | 53.5% | 55.7%-2.2pp | 69.2%-15.6pp | - |
| Annual return | 14.58% | 12.44%+2.1pp | 30.53%-15.9pp | - |
| Employer contribution / active EE | $349 | $779-55.2% | $2,289-84.7% | - |
| Participant deferral / active EE | $4,348 | $2,994+45.2% | $4,084+6.5% | - |
| Admin fee / account holder | $5,621 | $4,622+21.6% | $8,777-36.0% | - |