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 | $119,491 | $94,625+26.3% | $116,228+2.8% | $84,808+40.9% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.6%-9.6pp | 68.3%-3.3pp |
| Annual return | 17.14% | 20.40%-3.3pp | 90.06%-72.9pp | 40.90%-23.8pp |
| Employer contribution / active EE | $233 | $2,347-90.1% | $2,994-92.2% | $2,631-91.2% |
| Participant deferral / active EE | $5,634 | $3,972+41.8% | $4,953+13.7% | $4,212+33.8% |
| Admin fee / account holder | $3,767 | $10,091-62.7% | $11,989-68.6% | $7,344-48.7% |