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 | $88,526 | $80,968+9.3% | $96,544-8.3% | $75,163+17.8% |
| Participation rate | 63.6% | 71.8%-8.1pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 36.47% | 27.06%+9.4pp | 25.84%+10.6pp | 160.62%-124.1pp |
| Employer contribution / active EE | $147 | $2,282-93.5% | $2,965-95.0% | $2,670-94.5% |
| Participant deferral / active EE | $2,182 | $3,928-44.4% | $4,851-55.0% | $4,125-47.1% |
| Admin fee / account holder | $18,461 | $6,724+174.5% | $8,252+123.7% | $5,651+226.7% |