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 8-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 | $137,133 | $183,519-25.3% | $155,509-11.8% | $145,922-6.0% |
| Participation rate | 22.2% | 82.7%-60.4pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 17.33% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $932 | $5,313-82.5% | $4,672-80.1% | $4,660-80.0% |
| Participant deferral / active EE | $3,720 | $6,462-42.4% | $5,626-33.9% | $6,688-44.4% |
| Admin fee / account holder | $18,555 | $19,313-3.9% | $15,912+16.6% | $13,397+38.5% |