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 | $134,759 | $183,963-26.7% | $162,163-16.9% | $152,861-11.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 25.76% | 150.76%-125.0pp | 115.59%-89.8pp | 345.32%-319.6pp |
| Employer contribution / active EE | $593 | $6,371-90.7% | $5,614-89.4% | $4,762-87.6% |
| Participant deferral / active EE | $3,745 | $8,034-53.4% | $7,298-48.7% | $5,850-36.0% |
| Admin fee / account holder | $750 | $13,121-94.3% | $10,843-93.1% | $11,596-93.5% |