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 | $88,337 | $99,877-11.6% | $84,966+4.0% | $145,922-39.5% |
| Participation rate | 47.6% | 74.1%-26.5pp | 67.5%-19.9pp | 80.3%-32.7pp |
| Annual return | 9.32% | 83.76%-74.4pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $330 | $3,231-89.8% | $2,727-87.9% | $4,660-92.9% |
| Participant deferral / active EE | $2,111 | $5,291-60.1% | $4,519-53.3% | $6,688-68.4% |
| Admin fee / account holder | $11,534 | $7,248+59.1% | $6,149+87.6% | $13,397-13.9% |