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 | $37,047 | $201,272-81.6% | $184,203-79.9% | $145,922-74.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 20.50% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $814 | $7,022-88.4% | $6,427-87.3% | $4,660-82.5% |
| Participant deferral / active EE | $7,573 | $9,806-22.8% | $9,131-17.1% | $6,688+13.2% |
| Admin fee / account holder | $559 | $16,364-96.6% | $13,901-96.0% | $13,397-95.8% |