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 | $78,204 | $99,652-21.5% | $78,778-0.7% | $147,584-47.0% |
| Participation rate | 65.0% | 76.2%-11.2pp | 69.2%-4.2pp | 82.8%-17.8pp |
| Annual return | 19.64% | 47.28%-27.6pp | 35.62%-16.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $221 | $2,796-92.1% | $1,986-88.9% | $4,876-95.5% |
| Participant deferral / active EE | $2,276 | $3,664-37.9% | $2,958-23.1% | $5,439-58.2% |
| Admin fee / account holder | $6,292 | $7,155-12.1% | $5,134+22.6% | $10,885-42.2% |