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 | $124,297 | $183,519-32.3% | $155,509-20.1% | $145,922-14.8% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 9.16% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $341 | $5,313-93.6% | $4,672-92.7% | $4,660-92.7% |
| Participant deferral / active EE | $8,972 | $6,462+38.8% | $5,626+59.5% | $6,688+34.2% |
| Admin fee / account holder | $4,219 | $19,313-78.2% | $15,912-73.5% | $13,397-68.5% |