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 | $118,897 | $109,881+8.2% | $150,045-20.8% | $84,808+40.2% |
| Participation rate | 64.0% | 76.1%-12.1pp | 82.3%-18.3pp | 68.3%-4.3pp |
| Annual return | 15.44% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $473 | $3,561-86.7% | $4,693-89.9% | $2,631-82.0% |
| Participant deferral / active EE | $4,725 | $6,636-28.8% | $7,997-40.9% | $4,212+12.2% |
| Admin fee / account holder | $11,743 | $8,568+37.1% | $13,435-12.6% | $7,344+59.9% |