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 | $102,189 | $133,922-23.7% | $116,228-12.1% | $142,382-28.2% |
| Participation rate | 56.5% | 77.9%-21.3pp | 74.6%-18.0pp | 80.1%-23.6pp |
| Annual return | 10.27% | 147.76%-137.5pp | 90.06%-79.8pp | 217.08%-206.8pp |
| Employer contribution / active EE | $291 | $3,446-91.6% | $2,994-90.3% | $4,299-93.2% |
| Participant deferral / active EE | $3,102 | $5,672-45.3% | $4,953-37.4% | $6,507-52.3% |
| Admin fee / account holder | $17,428 | $14,945+16.6% | $11,989+45.4% | $12,624+38.1% |