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 | $120,590 | $198,466-39.2% | $170,442-29.2% | $147,584-18.3% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 25.12% | 257.29%-232.2pp | 205.93%-180.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $883 | $6,184-85.7% | $5,433-83.8% | $4,876-81.9% |
| Participant deferral / active EE | $3,621 | $5,629-35.7% | $4,939-26.7% | $5,439-33.4% |
| Admin fee / account holder | $787 | $16,852-95.3% | $13,880-94.3% | $10,885-92.8% |