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 | $121,709 | $106,515+14.3% | $96,683+25.9% | $139,434-12.7% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 17.60% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $741 | $4,103-81.9% | $3,737-80.2% | $4,751-84.4% |
| Participant deferral / active EE | $4,630 | $5,454-15.1% | $4,878-5.1% | $6,710-31.0% |
| Admin fee / account holder | $2,015 | $7,877-74.4% | $6,730-70.1% | $11,403-82.3% |