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 | $107,392 | $209,411-48.7% | $178,490-39.8% | $158,922-32.4% |
| Participation rate | 46.2% | 86.3%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 13.31% | 188.75%-175.4pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $473 | $5,706-91.7% | $5,011-90.6% | $4,761-90.1% |
| Participant deferral / active EE | $2,425 | $5,954-59.3% | $5,202-53.4% | $5,982-59.5% |
| Admin fee / account holder | $4,035 | $17,074-76.4% | $13,984-71.1% | $11,246-64.1% |