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 | $113,027 | $89,753+25.9% | $107,525+5.1% | $84,808+33.3% |
| Participation rate | 32.8% | 68.1%-35.3pp | 75.1%-42.3pp | 68.3%-35.5pp |
| Annual return | 18.55% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $815 | $3,113-73.8% | $3,754-78.3% | $2,631-69.0% |
| Participant deferral / active EE | $2,951 | $4,056-27.2% | $5,116-42.3% | $4,212-29.9% |
| Admin fee / account holder | $8,616 | $7,222+19.3% | $8,919-3.4% | $7,344+17.3% |