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 | $121,310 | $89,753+35.2% | $107,525+12.8% | $84,808+43.0% |
| Participation rate | 60.5% | 68.1%-7.5pp | 75.1%-14.5pp | 68.3%-7.8pp |
| Annual return | 16.03% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $725 | $3,113-76.7% | $3,754-80.7% | $2,631-72.4% |
| Participant deferral / active EE | $3,770 | $4,056-7.0% | $5,116-26.3% | $4,212-10.5% |
| Admin fee / account holder | $7,559 | $7,222+4.7% | $8,919-15.2% | $7,344+2.9% |