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 | $147,227 | $214,378-31.3% | $200,582-26.6% | $142,382+3.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 26.65% | 46.41%-19.8pp | 42.33%-15.7pp | 217.08%-190.4pp |
| Employer contribution / active EE | $79 | $6,841-98.8% | $6,419-98.8% | $4,299-98.2% |
| Participant deferral / active EE | $30,057 | $9,865+204.7% | $9,331+222.1% | $6,507+361.9% |
| Admin fee / account holder | $52,603 | $17,692+197.3% | $16,305+222.6% | $12,624+316.7% |