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 | $99,205 | $198,466-50.0% | $170,442-41.8% | $147,584-32.8% |
| Participation rate | 65.0% | 88.0%-23.0pp | 83.6%-18.6pp | 82.8%-17.8pp |
| Annual return | 12.28% | 257.29%-245.0pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,176 | $6,184-81.0% | $5,433-78.4% | $4,876-75.9% |
| Participant deferral / active EE | $4,877 | $5,629-13.4% | $4,939-1.3% | $5,439-10.3% |
| Admin fee / account holder | $31,285 | $16,852+85.6% | $13,880+125.4% | $10,885+187.4% |