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 9-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 | $51,685 | $50,982+1.4% | $154,803-66.6% | $85,563-39.6% |
| Participation rate | 12.8% | 59.8%-47.0pp | 78.1%-65.3pp | 66.0%-53.2pp |
| Annual return | 13.81% | 30.35%-16.5pp | 58.88%-45.1pp | 31.51%-17.7pp |
| Employer contribution / active EE | $194 | $1,708-88.6% | $4,305-95.5% | $2,654-92.7% |
| Participant deferral / active EE | $666 | $2,474-73.1% | $5,540-88.0% | $4,375-84.8% |
| Admin fee / account holder | $1,334 | $846+57.7% | $14,329-90.7% | $834+59.9% |