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 | $56,756 | $162,781-65.1% | $133,956-57.6% | $158,922-64.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 31.01% | 41.94%-10.9pp | 45.09%-14.1pp | 302.83%-271.8pp |
| Employer contribution / active EE | $900 | $4,975-81.9% | $3,919-77.0% | $4,761-81.1% |
| Participant deferral / active EE | $6,438 | $5,911+8.9% | $5,048+27.5% | $5,982+7.6% |
| Admin fee / account holder | $409 | $11,736-96.5% | $8,927-95.4% | $11,246-96.4% |