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 6-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 | $80,627 | $138,044-41.6% | $125,339-35.7% | $134,475-40.0% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | 5.60% | 750.33%-744.7pp | 572.05%-566.4pp | 417.96%-412.4pp |
| Employer contribution / active EE | $514 | $5,243-90.2% | $4,814-89.3% | $4,740-89.2% |
| Participant deferral / active EE | $5,241 | $7,799-32.8% | $7,446-29.6% | $6,400-18.1% |
| Admin fee / account holder | $3,383 | $11,571-70.8% | $10,010-66.2% | $11,426-70.4% |