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 | $76,658 | $129,942-41.0% | $104,294-26.5% | $134,475-43.0% |
| Participation rate | 23.1% | 79.5%-56.4pp | 73.3%-50.2pp | 81.2%-58.1pp |
| Annual return | 32.00% | 42.03%-10.0pp | 24.61%+7.4pp | 417.96%-386.0pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,947 | $5,588+185.4% | $4,625+244.8% | $6,400+149.2% |
| Admin fee / account holder | $19,826 | $9,323+112.7% | $7,339+170.1% | $11,426+73.5% |