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 9-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 | $133,684 | $127,386+4.9% | $115,037+16.2% | $125,391+6.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -0.53% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $521 | $5,166-89.9% | $4,608-88.7% | $4,866-89.3% |
| Participant deferral / active EE | $2,469 | $6,423-61.6% | $6,026-59.0% | $5,352-53.9% |
| Admin fee / account holder | $563 | $9,516-94.1% | $8,175-93.1% | $9,540-94.1% |