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 | $93,980 | $117,841-20.2% | $102,423-8.2% | $145,922-35.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 39.71% | 31.65%+8.1pp | 29.32%+10.4pp | 561.29%-521.6pp |
| Employer contribution / active EE | $668 | $3,615-81.5% | $3,023-77.9% | $4,660-85.7% |
| Participant deferral / active EE | $2,697 | $5,731-52.9% | $5,053-46.6% | $6,688-59.7% |
| Admin fee / account holder | $31,584 | $13,326+137.0% | $9,451+234.2% | $13,397+135.8% |