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 | $107,044 | $138,065-22.5% | $123,544-13.4% | $135,375-20.9% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | 6.07% | 153.68%-147.6pp | 119.20%-113.1pp | 519.73%-513.7pp |
| Employer contribution / active EE | $377 | $5,151-92.7% | $4,628-91.9% | $4,779-92.1% |
| Participant deferral / active EE | $2,309 | $6,799-66.0% | $6,426-64.1% | $5,609-58.8% |
| Admin fee / account holder | $21,328 | $10,916+95.4% | $9,284+129.7% | $10,827+97.0% |