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 | $83,643 | $86,286-3.1% | $111,297-24.8% | $85,850-2.6% |
| Participation rate | 56.1% | 73.3%-17.2pp | 77.3%-21.2pp | 69.3%-13.2pp |
| Annual return | 14.39% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $510 | $2,043-75.0% | $2,731-81.3% | $2,565-80.1% |
| Participant deferral / active EE | $4,930 | $3,641+35.4% | $4,487+9.9% | $3,952+24.8% |
| Admin fee / account holder | $5,710 | $8,188-30.3% | $7,964-28.3% | $6,260-8.8% |