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 7-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 | $109,255 | $96,635+13.1% | $86,612+26.1% | $139,434-21.6% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 17.68% | 106.41%-88.7pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $223 | $3,263-93.2% | $3,022-92.6% | $4,751-95.3% |
| Participant deferral / active EE | $2,711 | $4,836-43.9% | $4,438-38.9% | $6,710-59.6% |
| Admin fee / account holder | $1,178 | $6,408-81.6% | $5,614-79.0% | $11,403-89.7% |