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 | $133,644 | $135,952-1.7% | $123,892+7.9% | $273,961-51.2% |
| Participation rate | 26.7% | 84.1%-57.4pp | 81.4%-54.7pp | 83.0%-56.3pp |
| Annual return | 7.18% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $618 | $5,170-88.0% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $2,920 | $6,343-54.0% | $5,984-51.2% | $5,287-44.8% |
| Admin fee / account holder | $925 | $9,817-90.6% | $8,357-88.9% | $10,132-90.9% |