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 5-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 | $96,819 | $99,877-3.1% | $84,966+14.0% | $145,922-33.6% |
| Participation rate | 9.1% | 74.1%-65.0pp | 67.5%-58.4pp | 80.3%-71.2pp |
| Annual return | 9.19% | 83.76%-74.6pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $364 | $3,231-88.7% | $2,727-86.7% | $4,660-92.2% |
| Participant deferral / active EE | $1,818 | $5,291-65.6% | $4,519-59.8% | $6,688-72.8% |
| Admin fee / account holder | $2,097 | $7,248-71.1% | $6,149-65.9% | $13,397-84.3% |