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 | $108,045 | $183,963-41.3% | $162,163-33.4% | $152,861-29.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 17.46% | 150.76%-133.3pp | 115.59%-98.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $838 | $6,371-86.9% | $5,614-85.1% | $4,762-82.4% |
| Participant deferral / active EE | $3,350 | $8,034-58.3% | $7,298-54.1% | $5,850-42.7% |
| Admin fee / account holder | $37,474 | $13,121+185.6% | $10,843+245.6% | $11,596+223.1% |