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 | $155,080 | $198,466-21.9% | $170,442-9.0% | $147,584+5.1% |
| Participation rate | 30.8% | 88.0%-57.2pp | 83.6%-52.8pp | 82.8%-52.1pp |
| Annual return | 21.09% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,217 | $6,184-80.3% | $5,433-77.6% | $4,876-75.0% |
| Participant deferral / active EE | $4,189 | $5,629-25.6% | $4,939-15.2% | $5,439-23.0% |
| Admin fee / account holder | $973 | $16,852-94.2% | $13,880-93.0% | $10,885-91.1% |