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 | $42,256 | $209,411-79.8% | $178,490-76.3% | $158,922-73.4% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 22.68% | 188.75%-166.1pp | 151.07%-128.4pp | 302.83%-280.1pp |
| Employer contribution / active EE | $691 | $5,706-87.9% | $5,011-86.2% | $4,761-85.5% |
| Participant deferral / active EE | $2,260 | $5,954-62.0% | $5,202-56.5% | $5,982-62.2% |
| Admin fee / account holder | $17,422 | $17,074+2.0% | $13,984+24.6% | $11,246+54.9% |