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 | $48,735 | $111,754-56.4% | $103,333-52.8% | $145,922-66.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.11% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $556 | $4,212-86.8% | $3,868-85.6% | $4,660-88.1% |
| Participant deferral / active EE | $3,651 | $5,619-35.0% | $5,057-27.8% | $6,688-45.4% |
| Admin fee / account holder | $3,841 | $9,750-60.6% | $8,355-54.0% | $13,397-71.3% |