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 | $155,702 | $176,811-11.9% | $146,958+6.0% | - |
| Participation rate | 44.4% | 76.9%-32.4pp | 82.2%-37.7pp | - |
| Annual return | 18.47% | 11.56%+6.9pp | 418.34%-399.9pp | - |
| Employer contribution / active EE | $1,740 | $3,294-47.2% | $4,933-64.7% | - |
| Participant deferral / active EE | $6,110 | $6,900-11.4% | $8,070-24.3% | - |
| Admin fee / account holder | $8,804 | $27,451-67.9% | $12,998-32.3% | - |