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 4-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 | $164,827 | $159,602+3.3% | $150,045+9.9% | $142,382+15.8% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.3%-54.5pp | 80.1%-52.3pp |
| Annual return | 14.69% | 70.24%-55.5pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $883 | $4,961-82.2% | $4,693-81.2% | $4,299-79.5% |
| Participant deferral / active EE | $2,994 | $8,310-64.0% | $7,997-62.6% | $6,507-54.0% |
| Admin fee / account holder | $1,960 | $14,846-86.8% | $13,435-85.4% | $12,624-84.5% |