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 | $135,741 | $98,750+37.5% | $149,696-9.3% | $79,858+70.0% |
| Participation rate | 67.2% | 75.8%-8.5pp | 82.5%-15.2pp | 69.6%-2.4pp |
| Annual return | 14.88% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $390 | $3,216-87.9% | $4,644-91.6% | $2,471-84.2% |
| Participant deferral / active EE | $8,519 | $5,680+50.0% | $6,842+24.5% | $3,740+127.8% |
| Admin fee / account holder | $4,038 | $6,053-33.3% | $9,309-56.6% | $5,306-23.9% |