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 | $43,486 | $137,414-68.4% | $189,513-77.1% | $85,850-49.3% |
| Participation rate | 61.7% | 84.6%-22.9pp | 87.8%-26.1pp | 69.3%-7.6pp |
| Annual return | 15.44% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $70 | $4,344-98.4% | $6,162-98.9% | $2,565-97.3% |
| Participant deferral / active EE | $8,487 | $6,260+35.6% | $8,221+3.2% | $3,952+114.8% |
| Admin fee / account holder | $536 | $8,630-93.8% | $12,045-95.5% | $6,260-91.4% |