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 | $89,677 | $226,064-60.3% | $182,532-50.9% | $152,861-41.3% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.4%-26.9pp |
| Annual return | 15.98% | 192.51%-176.5pp | 148.54%-132.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $503 | $4,978-89.9% | $4,076-87.7% | $4,762-89.4% |
| Participant deferral / active EE | $2,196 | $6,368-65.5% | $5,524-60.2% | $5,850-62.5% |
| Admin fee / account holder | $3,491 | $10,703-67.4% | $8,592-59.4% | $11,596-69.9% |