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 9-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 | $55,599 | $107,334-48.2% | $92,893-40.1% | $152,861-63.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 14.18% | 145.58%-131.4pp | 109.41%-95.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $405 | $4,221-90.4% | $3,653-88.9% | $4,762-91.5% |
| Participant deferral / active EE | $5,214 | $4,845+7.6% | $4,236+23.1% | $5,850-10.9% |
| Admin fee / account holder | $3,469 | $7,079-51.0% | $5,794-40.1% | $11,596-70.1% |