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 | $193,802 | $177,572+9.1% | $154,803+25.2% | $142,382+36.1% |
| Participation rate | 18.8% | 82.1%-63.3pp | 78.1%-59.3pp | 80.1%-61.4pp |
| Annual return | 13.01% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $525 | $4,810-89.1% | $4,305-87.8% | $4,299-87.8% |
| Participant deferral / active EE | $4,594 | $6,272-26.8% | $5,540-17.1% | $6,507-29.4% |
| Admin fee / account holder | $1,392 | $16,786-91.7% | $14,329-90.3% | $12,624-89.0% |