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 | $135,050 | $159,602-15.4% | $150,045-10.0% | $142,382-5.1% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.3%-13.9pp | 80.1%-11.7pp |
| Annual return | 13.56% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $55 | $4,961-98.9% | $4,693-98.8% | $4,299-98.7% |
| Participant deferral / active EE | $4,570 | $8,310-45.0% | $7,997-42.8% | $6,507-29.8% |
| Admin fee / account holder | $26,359 | $14,846+77.5% | $13,435+96.2% | $12,624+108.8% |