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 | $42,839 | $198,466-78.4% | $170,442-74.9% | $147,584-71.0% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 19.71% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $988 | $6,184-84.0% | $5,433-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $6,903 | $5,629+22.6% | $4,939+39.7% | $5,439+26.9% |
| Admin fee / account holder | $2,012 | $16,852-88.1% | $13,880-85.5% | $10,885-81.5% |