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 | $99,591 | $210,648-52.7% | $177,989-44.0% | $145,922-31.8% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 11.46% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $420 | $4,565-90.8% | $3,949-89.4% | $4,660-91.0% |
| Participant deferral / active EE | $1,926 | $6,958-72.3% | $6,276-69.3% | $6,688-71.2% |
| Admin fee / account holder | $972 | $12,013-91.9% | $10,363-90.6% | $13,397-92.7% |