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 | $53,108 | $81,632-34.9% | $70,449-24.6% | $158,922-66.6% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.1%-45.1pp | 82.0%-52.0pp |
| Annual return | 12.39% | 208.40%-196.0pp | 109.03%-96.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $130 | $3,217-96.0% | $2,737-95.2% | $4,761-97.3% |
| Participant deferral / active EE | $1,705 | $4,554-62.6% | $3,709-54.0% | $5,982-71.5% |
| Admin fee / account holder | $1,382 | $6,193-77.7% | $3,845-64.1% | $11,246-87.7% |