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 6-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 | $79,759 | $74,888+6.5% | $71,209+12.0% | $142,382-44.0% |
| Participation rate | 15.4% | 76.2%-60.8pp | 73.8%-58.4pp | 80.1%-64.7pp |
| Annual return | 18.53% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $265 | $2,854-90.7% | $2,721-90.3% | $4,299-93.8% |
| Participant deferral / active EE | $2,665 | $4,454-40.2% | $4,175-36.2% | $6,507-59.0% |
| Admin fee / account holder | $571 | $5,568-89.7% | $5,349-89.3% | $12,624-95.5% |