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 | $103,548 | $125,758-17.7% | $169,993-39.1% | $75,163+37.8% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 25.48% | 27.20%-1.7pp | 53.37%-27.9pp | 160.62%-135.1pp |
| Employer contribution / active EE | $1,022 | $4,615-77.9% | $6,785-84.9% | $2,670-61.7% |
| Participant deferral / active EE | $5,342 | $6,837-21.9% | $10,408-48.7% | $4,125+29.5% |
| Admin fee / account holder | $33,111 | $8,173+305.1% | $12,815+158.4% | $5,651+485.9% |