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 | $192,834 | $152,587+26.4% | $125,175+54.1% | $152,861+26.2% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 24.61% | 54.84%-30.2pp | 43.79%-19.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $69 | $4,946-98.6% | $3,865-98.2% | $4,762-98.6% |
| Participant deferral / active EE | $3,762 | $5,868-35.9% | $4,937-23.8% | $5,850-35.7% |
| Admin fee / account holder | $9,551 | $13,434-28.9% | $9,702-1.6% | $11,596-17.6% |