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 | $53,695 | $158,398-66.1% | $126,539-57.6% | $142,382-62.3% |
| Participation rate | 46.7% | 75.8%-29.1pp | 69.8%-23.2pp | 80.1%-33.5pp |
| Annual return | 19.86% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,525 | $4,767+15.9% | $4,083+35.3% | $6,507-15.1% |
| Admin fee / account holder | $779 | $6,918-88.7% | $6,065-87.2% | $12,624-93.8% |