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 | $107,654 | $84,556+27.3% | $116,228-7.4% | $74,304+44.9% |
| Participation rate | 66.1% | 66.0%+0.1pp | 74.6%-8.5pp | 60.3%+5.8pp |
| Annual return | 19.01% | 18.35%+0.7pp | 90.06%-71.0pp | 29.43%-10.4pp |
| Employer contribution / active EE | $513 | $2,168-76.3% | $2,994-82.9% | $2,241-77.1% |
| Participant deferral / active EE | $2,620 | $3,814-31.3% | $4,953-47.1% | $3,767-30.4% |
| Admin fee / account holder | $10,701 | $3,792+182.2% | $11,989-10.7% | $2,969+260.5% |