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 | $77,903 | $107,334-27.4% | $92,893-16.1% | $152,861-49.0% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.4%-26.2pp |
| Annual return | 21.46% | 145.58%-124.1pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $726 | $4,221-82.8% | $3,653-80.1% | $4,762-84.8% |
| Participant deferral / active EE | $2,219 | $4,845-54.2% | $4,236-47.6% | $5,850-62.1% |
| Admin fee / account holder | $5,757 | $7,079-18.7% | $5,794-0.6% | $11,596-50.4% |