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 | $129,584 | $202,432-36.0% | $169,368-23.5% | $139,434-7.1% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 16.21% | 531.74%-515.5pp | 405.60%-389.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $503 | $4,692-89.3% | $4,013-87.5% | $4,751-89.4% |
| Participant deferral / active EE | $3,934 | $6,938-43.3% | $6,221-36.8% | $6,710-41.4% |
| Admin fee / account holder | $926 | $10,708-91.4% | $9,003-89.7% | $11,403-91.9% |