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 | $139,806 | $122,584+14.0% | $101,794+37.3% | - |
| Participation rate | 51.5% | 55.7%-4.2pp | 69.2%-17.7pp | - |
| Annual return | 13.49% | 12.44%+1.0pp | 30.53%-17.0pp | - |
| Employer contribution / active EE | $0 | $779-100.0% | $2,289-100.0% | - |
| Participant deferral / active EE | $4,990 | $2,994+66.7% | $4,084+22.2% | - |
| Admin fee / account holder | $19,659 | $4,622+325.3% | $8,777+124.0% | - |