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 | $129,302 | $175,202-26.2% | $149,673-13.6% | $139,434-7.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 18.97% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,068 | $5,474-80.5% | $4,818-77.8% | $4,751-77.5% |
| Participant deferral / active EE | $3,555 | $6,519-45.5% | $5,680-37.4% | $6,710-47.0% |
| Admin fee / account holder | $1,009 | $16,150-93.8% | $13,210-92.4% | $11,403-91.1% |