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 | $130,439 | $159,901-18.4% | $146,958-11.2% | $145,922-10.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.81% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $967 | $5,286-81.7% | $4,933-80.4% | $4,660-79.2% |
| Participant deferral / active EE | $5,925 | $8,428-29.7% | $8,070-26.6% | $6,688-11.4% |
| Admin fee / account holder | $4,154 | $15,044-72.4% | $12,998-68.0% | $13,397-69.0% |