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 | $91,631 | $114,381-19.9% | $107,525-14.8% | $142,382-35.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 22.71% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $471 | $4,015-88.3% | $3,754-87.5% | $4,299-89.0% |
| Participant deferral / active EE | $9,219 | $5,564+65.7% | $5,116+80.2% | $6,507+41.7% |
| Admin fee / account holder | $576 | $9,860-94.2% | $8,919-93.5% | $12,624-95.4% |