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 | $104,014 | $133,922-22.3% | $116,228-10.5% | $142,382-26.9% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.6%-9.8pp | 80.1%-15.4pp |
| Annual return | 12.62% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $510 | $3,446-85.2% | $2,994-83.0% | $4,299-88.1% |
| Participant deferral / active EE | $2,806 | $5,672-50.5% | $4,953-43.4% | $6,507-56.9% |
| Admin fee / account holder | $7,298 | $14,945-51.2% | $11,989-39.1% | $12,624-42.2% |