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 | $114,389 | $83,902+36.3% | $167,512-31.7% | $84,808+34.9% |
| Participation rate | 69.7% | 66.5%+3.2pp | 77.1%-7.4pp | 68.3%+1.4pp |
| Annual return | 18.15% | 91.55%-73.4pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $378 | $2,264-83.3% | $3,882-90.3% | $2,631-85.6% |
| Participant deferral / active EE | $2,835 | $4,442-36.2% | $6,405-55.7% | $4,212-32.7% |
| Admin fee / account holder | $1,493 | $7,915-81.1% | $9,769-84.7% | $7,344-79.7% |