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 6-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 | $160,564 | $117,841+36.3% | $102,423+56.8% | $145,922+10.0% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 16.40% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $449 | $3,615-87.6% | $3,023-85.2% | $4,660-90.4% |
| Participant deferral / active EE | $10,167 | $5,731+77.4% | $5,053+101.2% | $6,688+52.0% |
| Admin fee / account holder | $486 | $13,326-96.4% | $9,451-94.9% | $13,397-96.4% |