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 | $35,355 | $217,402-83.7% | $185,823-81.0% | $167,490-78.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 21.12% | 148.36%-127.2pp | 122.05%-100.9pp | 478.56%-457.4pp |
| Employer contribution / active EE | $794 | $5,873-86.5% | $5,167-84.6% | $4,837-83.6% |
| Participant deferral / active EE | $3,664 | $6,356-42.4% | $5,568-34.2% | $6,341-42.2% |
| Admin fee / account holder | $1,150 | $19,811-94.2% | $16,237-92.9% | $12,309-90.7% |