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 7-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 | $62,696 | $102,317-38.7% | $146,958-57.3% | $80,856-22.5% |
| Participation rate | 62.7% | 75.8%-13.1pp | 82.2%-19.5pp | 67.6%-5.0pp |
| Annual return | 20.29% | 134.76%-114.5pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $571 | $3,713-84.6% | $4,933-88.4% | $2,755-79.3% |
| Participant deferral / active EE | $10,854 | $6,644+63.4% | $8,070+34.5% | $4,296+152.7% |
| Admin fee / account holder | $30,719 | $7,941+286.8% | $12,998+136.3% | $6,918+344.1% |