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 | $113,941 | $93,571+21.8% | $135,903-16.2% | $75,163+51.6% |
| Participation rate | 57.8% | 75.2%-17.4pp | 81.9%-24.1pp | 67.2%-9.4pp |
| Annual return | 15.20% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $518 | $3,537-85.4% | $4,856-89.3% | $2,670-80.6% |
| Participant deferral / active EE | $3,576 | $6,404-44.2% | $7,758-53.9% | $4,125-13.3% |
| Admin fee / account holder | $5,511 | $6,975-21.0% | $10,762-48.8% | $5,651-2.5% |