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 | $88,567 | $157,256-43.7% | $141,162-37.3% | $152,861-42.1% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.4%-69.9pp |
| Annual return | 19.76% | 64.32%-44.6pp | 71.39%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $515 | $5,261-90.2% | $4,735-89.1% | $4,762-89.2% |
| Participant deferral / active EE | $2,375 | $7,109-66.6% | $6,709-64.6% | $5,850-59.4% |
| Admin fee / account holder | $1,500 | $12,120-87.6% | $10,261-85.4% | $11,596-87.1% |