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 | $133,924 | $78,422+70.8% | $95,952+39.6% | $79,858+67.7% |
| Participation rate | 61.6% | 73.5%-11.8pp | 77.1%-15.4pp | 69.6%-8.0pp |
| Annual return | 18.62% | 19.37%-0.7pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $161 | $1,945-91.7% | $2,541-93.7% | $2,471-93.5% |
| Participant deferral / active EE | $1,730 | $3,440-49.7% | $4,167-58.5% | $3,740-53.7% |
| Admin fee / account holder | $5,993 | $5,622+6.6% | $6,795-11.8% | $5,306+12.9% |