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 | $118,516 | $107,334+10.4% | $92,893+27.6% | $152,861-22.5% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 18.05% | 145.58%-127.5pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $352 | $4,221-91.7% | $3,653-90.4% | $4,762-92.6% |
| Participant deferral / active EE | $5,922 | $4,845+22.2% | $4,236+39.8% | $5,850+1.2% |
| Admin fee / account holder | $945 | $7,079-86.7% | $5,794-83.7% | $11,596-91.9% |