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 | $70,256 | $105,931-33.7% | $81,930-14.2% | $158,922-55.8% |
| Participation rate | 5.9% | 75.6%-69.7pp | 72.0%-66.1pp | 82.0%-76.1pp |
| Annual return | 22.19% | 38.17%-16.0pp | 29.49%-7.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $176 | $7,800-97.7% | $4,310-95.9% | $4,761-96.3% |
| Participant deferral / active EE | $1,103 | $13,003-91.5% | $7,107-84.5% | $5,982-81.6% |
| Admin fee / account holder | $362 | $8,489-95.7% | $5,158-93.0% | $11,246-96.8% |