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 | $112,052 | $81,208+38.0% | $98,907+13.3% | $79,858+40.3% |
| Participation rate | 64.3% | 72.5%-8.2pp | 76.0%-11.7pp | 69.6%-5.3pp |
| Annual return | 13.90% | 60.99%-47.1pp | 196.43%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $33 | $1,960-98.3% | $2,689-98.8% | $2,471-98.7% |
| Participant deferral / active EE | $5,675 | $3,265+73.8% | $4,244+33.7% | $3,740+51.7% |
| Admin fee / account holder | $9,923 | $6,013+65.0% | $6,642+49.4% | $5,306+87.0% |