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 | $104,058 | $77,899+33.6% | $149,673-30.5% | $75,163+38.4% |
| Participation rate | 54.5% | 65.6%-11.0pp | 78.8%-24.2pp | 67.2%-12.6pp |
| Annual return | 19.68% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $316 | $3,137-89.9% | $4,818-93.4% | $2,670-88.2% |
| Participant deferral / active EE | $6,320 | $3,411+85.3% | $5,680+11.3% | $4,125+53.2% |
| Admin fee / account holder | $11,362 | $5,956+90.8% | $13,210-14.0% | $5,651+101.1% |