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 | $129,709 | $86,944+49.2% | $107,525+20.6% | $74,304+74.6% |
| Participation rate | 13.0% | 59.6%-46.6pp | 75.1%-62.1pp | 60.3%-47.4pp |
| Annual return | 16.74% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $425 | $2,757-84.6% | $3,754-88.7% | $2,241-81.1% |
| Participant deferral / active EE | $2,069 | $3,554-41.8% | $5,116-59.6% | $3,767-45.1% |
| Admin fee / account holder | $1,888 | $3,727-49.3% | $8,919-78.8% | $2,969-36.4% |