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 | $101,520 | $81,208+25.0% | $98,907+2.6% | $79,858+27.1% |
| Participation rate | 55.6% | 72.5%-17.0pp | 76.0%-20.5pp | 69.6%-14.1pp |
| Annual return | 11.50% | 60.99%-49.5pp | 196.43%-184.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $342 | $1,960-82.5% | $2,689-87.3% | $2,471-86.1% |
| Participant deferral / active EE | $2,093 | $3,265-35.9% | $4,244-50.7% | $3,740-44.0% |
| Admin fee / account holder | $2,132 | $6,013-64.5% | $6,642-67.9% | $5,306-59.8% |