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 | $109,588 | $93,571+17.1% | $135,903-19.4% | $75,163+45.8% |
| Participation rate | 61.3% | 75.2%-13.9pp | 81.9%-20.6pp | 67.2%-5.9pp |
| Annual return | 15.98% | 30.90%-14.9pp | 68.23%-52.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $500 | $3,537-85.9% | $4,856-89.7% | $2,670-81.3% |
| Participant deferral / active EE | $4,506 | $6,404-29.6% | $7,758-41.9% | $4,125+9.2% |
| Admin fee / account holder | $7,720 | $6,975+10.7% | $10,762-28.3% | $5,651+36.6% |