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 | $101,067 | $107,334-5.8% | $92,893+8.8% | $152,861-33.9% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 24.40% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $415 | $4,221-90.2% | $3,653-88.6% | $4,762-91.3% |
| Participant deferral / active EE | $2,713 | $4,845-44.0% | $4,236-36.0% | $5,850-53.6% |
| Admin fee / account holder | $1,252 | $7,079-82.3% | $5,794-78.4% | $11,596-89.2% |