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 | $135,710 | $107,334+26.4% | $92,893+46.1% | $152,861-11.2% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 23.59% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $468 | $4,221-88.9% | $3,653-87.2% | $4,762-90.2% |
| Participant deferral / active EE | $3,467 | $4,845-28.4% | $4,236-18.2% | $5,850-40.7% |
| Admin fee / account holder | $1,309 | $7,079-81.5% | $5,794-77.4% | $11,596-88.7% |