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 | $192,831 | $165,984+16.2% | $164,813+17.0% | $145,922+32.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 15.28% | 100.03%-84.8pp | 69.93%-54.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $914 | $5,273-82.7% | $4,341-79.0% | $4,660-80.4% |
| Participant deferral / active EE | $2,604 | $6,959-62.6% | $6,031-56.8% | $6,688-61.1% |
| Admin fee / account holder | $1,986 | $16,648-88.1% | $12,690-84.3% | $13,397-85.2% |