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 4-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 | $48,888 | $159,901-69.4% | $146,958-66.7% | $145,922-66.5% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 13.64% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $958 | $5,286-81.9% | $4,933-80.6% | $4,660-79.4% |
| Participant deferral / active EE | $5,627 | $8,428-33.2% | $8,070-30.3% | $6,688-15.9% |
| Admin fee / account holder | $2,214 | $15,044-85.3% | $12,998-83.0% | $13,397-83.5% |