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 | $45,651 | $209,411-78.2% | $178,490-74.4% | $158,922-71.3% |
| Participation rate | 28.6% | 86.3%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 28.73% | 188.75%-160.0pp | 151.07%-122.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $558 | $5,706-90.2% | $5,011-88.9% | $4,761-88.3% |
| Participant deferral / active EE | $4,199 | $5,954-29.5% | $5,202-19.3% | $5,982-29.8% |
| Admin fee / account holder | $1,247 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |