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 3-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 | $83,804 | $214,378-60.9% | $200,582-58.2% | $142,382-41.1% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 13.60% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $975 | $6,841-85.7% | $6,419-84.8% | $4,299-77.3% |
| Participant deferral / active EE | $12,329 | $9,865+25.0% | $9,331+32.1% | $6,507+89.5% |
| Admin fee / account holder | $45,628 | $17,692+157.9% | $16,305+179.9% | $12,624+261.5% |