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 | $83,015 | $107,334-22.7% | $92,893-10.6% | $152,861-45.7% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.4%-19.3pp |
| Annual return | 19.27% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $611 | $4,221-85.5% | $3,653-83.3% | $4,762-87.2% |
| Participant deferral / active EE | $2,670 | $4,845-44.9% | $4,236-37.0% | $5,850-54.4% |
| Admin fee / account holder | $4,661 | $7,079-34.2% | $5,794-19.6% | $11,596-59.8% |