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 | $122,318 | $202,432-39.6% | $169,368-27.8% | $139,434-12.3% |
| Participation rate | 69.2% | 81.1%-11.8pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 10.22% | 531.74%-521.5pp | 405.60%-395.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $324 | $4,692-93.1% | $4,013-91.9% | $4,751-93.2% |
| Participant deferral / active EE | $2,034 | $6,938-70.7% | $6,221-67.3% | $6,710-69.7% |
| Admin fee / account holder | $14,088 | $10,708+31.6% | $9,003+56.5% | $11,403+23.6% |