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 | $63,268 | $162,781-61.1% | $133,956-52.8% | $158,922-60.2% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 14.57% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $839 | $4,975-83.1% | $3,919-78.6% | $4,761-82.4% |
| Participant deferral / active EE | $2,534 | $5,911-57.1% | $5,048-49.8% | $5,982-57.6% |
| Admin fee / account holder | $4,440 | $11,736-62.2% | $8,927-50.3% | $11,246-60.5% |