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 | $98,152 | $157,256-37.6% | $141,162-30.5% | $152,861-35.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 19.83% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $297 | $5,261-94.3% | $4,735-93.7% | $4,762-93.8% |
| Participant deferral / active EE | $6,766 | $7,109-4.8% | $6,709+0.9% | $5,850+15.7% |
| Admin fee / account holder | $548 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |