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 | $81,057 | $185,822-56.4% | $169,993-52.3% | $139,434-41.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 22.53% | 60.50%-38.0pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $928 | $7,590-87.8% | $6,785-86.3% | $4,751-80.5% |
| Participant deferral / active EE | $7,513 | $11,622-35.4% | $10,408-27.8% | $6,710+12.0% |
| Admin fee / account holder | $21,139 | $15,381+37.4% | $12,815+64.9% | $11,403+85.4% |