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 | $110,723 | $183,519-39.7% | $155,509-28.8% | $145,922-24.1% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 11.79% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $712 | $5,313-86.6% | $4,672-84.8% | $4,660-84.7% |
| Participant deferral / active EE | $4,244 | $6,462-34.3% | $5,626-24.6% | $6,688-36.5% |
| Admin fee / account holder | $1,696 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |