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 | $101,481 | $163,101-37.8% | $136,749-25.8% | $142,382-28.7% |
| Participation rate | 63.6% | 78.2%-14.6pp | 72.1%-8.5pp | 80.1%-16.5pp |
| Annual return | 13.14% | 27.54%-14.4pp | 24.33%-11.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $476 | $4,117-88.4% | $3,400-86.0% | $4,299-88.9% |
| Participant deferral / active EE | $5,951 | $5,585+6.6% | $4,692+26.8% | $6,507-8.5% |
| Admin fee / account holder | $10,389 | $14,318-27.4% | $11,386-8.8% | $12,624-17.7% |