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 | $68,888 | $107,934-36.2% | $91,989-25.1% | $152,861-54.9% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 27.42% | 89.24%-61.8pp | 69.02%-41.6pp | 345.32%-317.9pp |
| Employer contribution / active EE | $100 | $4,210-97.6% | $3,452-97.1% | $4,762-97.9% |
| Participant deferral / active EE | $6,333 | $6,364-0.5% | $5,923+6.9% | $5,850+8.3% |
| Admin fee / account holder | $537 | $10,520-94.9% | $7,743-93.1% | $11,596-95.4% |