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 | $23,461 | $176,056-86.7% | $159,436-85.3% | $167,490-86.0% |
| Participation rate | 47.4% | 84.9%-37.6pp | 82.8%-35.5pp | 82.1%-34.7pp |
| Annual return | 15.36% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $259 | $5,297-95.1% | $4,829-94.6% | $4,837-94.6% |
| Participant deferral / active EE | $2,812 | $7,750-63.7% | $7,352-61.7% | $6,341-55.6% |
| Admin fee / account holder | $696 | $12,554-94.5% | $10,799-93.6% | $12,309-94.3% |