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 | $206,012 | $209,411-1.6% | $178,490+15.4% | $158,922+29.6% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 11.34% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $844 | $5,706-85.2% | $5,011-83.2% | $4,761-82.3% |
| Participant deferral / active EE | $3,757 | $5,954-36.9% | $5,202-27.8% | $5,982-37.2% |
| Admin fee / account holder | $1,599 | $17,074-90.6% | $13,984-88.6% | $11,246-85.8% |