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 | $115,207 | $127,065-9.3% | $113,168+1.8% | $142,382-19.1% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 14.25% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $269 | $3,442-92.2% | $2,975-91.0% | $4,299-93.8% |
| Participant deferral / active EE | $2,685 | $5,716-53.0% | $5,107-47.4% | $6,507-58.7% |
| Admin fee / account holder | $19,540 | $15,736+24.2% | $12,068+61.9% | $12,624+54.8% |