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 | $63,090 | $52,279+20.7% | $89,391-29.4% | $79,858-21.0% |
| Participation rate | 16.4% | 57.5%-41.1pp | 68.0%-51.5pp | 69.6%-53.2pp |
| Annual return | 13.09% | 22.16%-9.1pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $167 | $1,572-89.4% | $2,586-93.6% | $2,471-93.3% |
| Participant deferral / active EE | $1,023 | $2,740-62.7% | $3,890-73.7% | $3,740-72.6% |
| Admin fee / account holder | $9,066 | $3,356+170.1% | $4,881+85.7% | $5,306+70.9% |