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 10-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 | $145,283 | $111,754+30.0% | $103,333+40.6% | $145,922-0.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.01% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $504 | $4,212-88.0% | $3,868-87.0% | $4,660-89.2% |
| Participant deferral / active EE | $2,911 | $5,619-48.2% | $5,057-42.4% | $6,688-56.5% |
| Admin fee / account holder | $88,232 | $9,750+804.9% | $8,355+956.1% | $13,397+558.6% |