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 | $120,517 | $73,933+63.0% | $96,683+24.7% | $75,163+60.3% |
| Participation rate | 41.4% | 66.4%-25.0pp | 74.3%-33.0pp | 67.2%-25.8pp |
| Annual return | 18.82% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $173 | $2,928-94.1% | $3,737-95.4% | $2,670-93.5% |
| Participant deferral / active EE | $1,755 | $3,659-52.0% | $4,878-64.0% | $4,125-57.5% |
| Admin fee / account holder | $474 | $5,216-90.9% | $6,730-93.0% | $5,651-91.6% |