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 | $123,669 | $149,734-17.4% | $118,925+4.0% | $158,922-22.2% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 20.22% | 19.95%+0.3pp | 35.88%-15.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $361 | $4,115-91.2% | $3,263-88.9% | $4,761-92.4% |
| Participant deferral / active EE | $3,169 | $5,223-39.3% | $4,265-25.7% | $5,982-47.0% |
| Admin fee / account holder | $2,300 | $8,603-73.3% | $6,581-65.1% | $11,246-79.5% |