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 | $102,270 | $180,449-43.3% | $154,107-33.6% | $135,375-24.5% |
| Participation rate | 45.8% | 87.4%-41.6pp | 83.0%-37.2pp | 82.6%-36.8pp |
| Annual return | 10.90% | 888.09%-877.2pp | 735.12%-724.2pp | 519.73%-508.8pp |
| Employer contribution / active EE | $1,027 | $6,035-83.0% | $5,298-80.6% | $4,779-78.5% |
| Participant deferral / active EE | $2,948 | $5,806-49.2% | $5,081-42.0% | $5,609-47.4% |
| Admin fee / account holder | $6,479 | $16,143-59.9% | $13,411-51.7% | $10,827-40.2% |