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 8-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 | $21,528 | $111,724-80.7% | $93,606-77.0% | $145,922-85.2% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 18.83% | 202.98%-184.1pp | 133.20%-114.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $496 | $3,090-84.0% | $2,420-79.5% | $4,660-89.4% |
| Participant deferral / active EE | $2,508 | $4,912-48.9% | $4,411-43.1% | $6,688-62.5% |
| Admin fee / account holder | $987 | $10,250-90.4% | $8,285-88.1% | $13,397-92.6% |