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 | $105,087 | $81,208+29.4% | $98,907+6.2% | $79,858+31.6% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 14.48% | 60.99%-46.5pp | 196.43%-182.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $342 | $1,960-82.6% | $2,689-87.3% | $2,471-86.2% |
| Participant deferral / active EE | $3,768 | $3,265+15.4% | $4,244-11.2% | $3,740+0.8% |
| Admin fee / account holder | $6,154 | $6,013+2.3% | $6,642-7.3% | $5,306+16.0% |