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 | $105,577 | $198,466-46.8% | $170,442-38.1% | $147,584-28.5% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 10.39% | 257.29%-246.9pp | 205.93%-195.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $454 | $6,184-92.7% | $5,433-91.7% | $4,876-90.7% |
| Participant deferral / active EE | $3,493 | $5,629-38.0% | $4,939-29.3% | $5,439-35.8% |
| Admin fee / account holder | $28,802 | $16,852+70.9% | $13,880+107.5% | $10,885+164.6% |