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 | $82,149 | $217,402-62.2% | $185,823-55.8% | $167,490-51.0% |
| Participation rate | 38.5% | 86.0%-47.6pp | 81.7%-43.2pp | 82.1%-43.6pp |
| Annual return | 13.09% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,162 | $5,873-80.2% | $5,167-77.5% | $4,837-76.0% |
| Participant deferral / active EE | $3,361 | $6,356-47.1% | $5,568-39.6% | $6,341-47.0% |
| Admin fee / account holder | $440 | $19,811-97.8% | $16,237-97.3% | $12,309-96.4% |