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 | $125,748 | $133,922-6.1% | $116,228+8.2% | $142,382-11.7% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.6%-5.8pp | 80.1%-11.4pp |
| Annual return | 13.74% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $168 | $3,446-95.1% | $2,994-94.4% | $4,299-96.1% |
| Participant deferral / active EE | $3,018 | $5,672-46.8% | $4,953-39.1% | $6,507-53.6% |
| Admin fee / account holder | $33,699 | $14,945+125.5% | $11,989+181.1% | $12,624+166.9% |