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 | $93,131 | $80,717+15.4% | $154,803-39.8% | $84,808+9.8% |
| Participation rate | 49.0% | 66.8%-17.8pp | 78.1%-29.1pp | 68.3%-19.3pp |
| Annual return | 16.06% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $181 | $2,761-93.4% | $4,305-95.8% | $2,631-93.1% |
| Participant deferral / active EE | $2,084 | $3,303-36.9% | $5,540-62.4% | $4,212-50.5% |
| Admin fee / account holder | $4,624 | $6,746-31.4% | $14,329-67.7% | $7,344-37.0% |