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 | $90,082 | $185,822-51.5% | $169,993-47.0% | $139,434-35.4% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 15.17% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $626 | $7,590-91.8% | $6,785-90.8% | $4,751-86.8% |
| Participant deferral / active EE | $8,386 | $11,622-27.8% | $10,408-19.4% | $6,710+25.0% |
| Admin fee / account holder | $637 | $15,381-95.9% | $12,815-95.0% | $11,403-94.4% |