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 | $110,049 | $175,202-37.2% | $149,673-26.5% | $139,434-21.1% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 17.27% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $934 | $5,474-82.9% | $4,818-80.6% | $4,751-80.3% |
| Participant deferral / active EE | $9,336 | $6,519+43.2% | $5,680+64.4% | $6,710+39.1% |
| Admin fee / account holder | $1,765 | $16,150-89.1% | $13,210-86.6% | $11,403-84.5% |