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 7-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 | $156,659 | $159,602-1.8% | $150,045+4.4% | $142,382+10.0% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.3%-59.2pp | 80.1%-57.0pp |
| Annual return | 16.99% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $644 | $4,961-87.0% | $4,693-86.3% | $4,299-85.0% |
| Participant deferral / active EE | $2,920 | $8,310-64.9% | $7,997-63.5% | $6,507-55.1% |
| Admin fee / account holder | $652 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |