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 | $112,825 | $65,561+72.1% | $86,188+30.9% | $75,163+50.1% |
| Participation rate | 61.1% | 60.5%+0.6pp | 69.0%-7.8pp | 67.2%-6.1pp |
| Annual return | 19.92% | 46.05%-26.1pp | 1168.45%-1148.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $258 | $1,553-83.4% | $2,380-89.2% | $2,670-90.3% |
| Participant deferral / active EE | $4,099 | $3,024+35.5% | $3,985+2.8% | $4,125-0.6% |
| Admin fee / account holder | $4,371 | $5,474-20.1% | $6,852-36.2% | $5,651-22.6% |