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 | $142,885 | $179,726-20.5% | $156,263-8.6% | $142,382+0.4% |
| Participation rate | 64.7% | 82.1%-17.4pp | 78.9%-14.2pp | 80.1%-15.4pp |
| Annual return | 13.59% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $584 | $5,069-88.5% | $4,333-86.5% | $4,299-86.4% |
| Participant deferral / active EE | $2,783 | $6,956-60.0% | $6,158-54.8% | $6,507-57.2% |
| Admin fee / account holder | $11,783 | $17,272-31.8% | $14,255-17.3% | $12,624-6.7% |