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 | $139,054 | $138,044+0.7% | $125,339+10.9% | $134,475+3.4% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | 1.08% | 750.33%-749.2pp | 572.05%-571.0pp | 417.96%-416.9pp |
| Employer contribution / active EE | $568 | $5,243-89.2% | $4,814-88.2% | $4,740-88.0% |
| Participant deferral / active EE | $3,123 | $7,799-60.0% | $7,446-58.1% | $6,400-51.2% |
| Admin fee / account holder | $16,083 | $11,571+39.0% | $10,010+60.7% | $11,426+40.8% |