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 | $132,956 | $124,281+7.0% | $109,143+21.8% | $167,490-20.6% |
| Participation rate | 68.4% | 79.4%-11.0pp | 75.9%-7.5pp | 82.1%-13.7pp |
| Annual return | 29.02% | 26.04%+3.0pp | 25.75%+3.3pp | 478.56%-449.5pp |
| Employer contribution / active EE | $754 | $4,207-82.1% | $3,722-79.7% | $4,837-84.4% |
| Participant deferral / active EE | $4,017 | $5,255-23.6% | $4,653-13.7% | $6,341-36.7% |
| Admin fee / account holder | $4,544 | $7,970-43.0% | $6,752-32.7% | $12,309-63.1% |