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 | $112,682 | $117,983-4.5% | $101,794+10.7% | $142,382-20.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 27.36% | 36.92%-9.6pp | 30.53%-3.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $200 | $2,773-92.8% | $2,289-91.3% | $4,299-95.3% |
| Participant deferral / active EE | $1,703 | $4,714-63.9% | $4,084-58.3% | $6,507-73.8% |
| Admin fee / account holder | $617 | $10,433-94.1% | $8,777-93.0% | $12,624-95.1% |