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 | $129,054 | $127,065+1.6% | $113,168+14.0% | $142,382-9.4% |
| Participation rate | 23.1% | 79.2%-56.1pp | 76.6%-53.5pp | 80.1%-57.0pp |
| Annual return | 18.79% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $592 | $3,442-82.8% | $2,975-80.1% | $4,299-86.2% |
| Participant deferral / active EE | $2,181 | $5,716-61.9% | $5,107-57.3% | $6,507-66.5% |
| Admin fee / account holder | $3,295 | $15,736-79.1% | $12,068-72.7% | $12,624-73.9% |