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 | $94,116 | $89,753+4.9% | $107,525-12.5% | $84,808+11.0% |
| Participation rate | 19.7% | 68.1%-48.3pp | 75.1%-55.3pp | 68.3%-48.6pp |
| Annual return | 18.87% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $448 | $3,113-85.6% | $3,754-88.1% | $2,631-83.0% |
| Participant deferral / active EE | $2,377 | $4,056-41.4% | $5,116-53.5% | $4,212-43.6% |
| Admin fee / account holder | $6,865 | $7,222-4.9% | $8,919-23.0% | $7,344-6.5% |