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 | $102,663 | $117,841-12.9% | $102,423+0.2% | $145,922-29.6% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 12.74% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $518 | $3,615-85.7% | $3,023-82.9% | $4,660-88.9% |
| Participant deferral / active EE | $2,926 | $5,731-48.9% | $5,053-42.1% | $6,688-56.3% |
| Admin fee / account holder | $9,219 | $13,326-30.8% | $9,451-2.5% | $13,397-31.2% |