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 | $158,366 | $183,519-13.7% | $155,509+1.8% | $145,922+8.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 17.43% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,006 | $5,313-81.1% | $4,672-78.5% | $4,660-78.4% |
| Participant deferral / active EE | $2,514 | $6,462-61.1% | $5,626-55.3% | $6,688-62.4% |
| Admin fee / account holder | $23,719 | $19,313+22.8% | $15,912+49.1% | $13,397+77.0% |