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 10-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 | $145,404 | $202,318-28.1% | $172,739-15.8% | $152,861-4.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 25.87% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.4pp |
| Employer contribution / active EE | $866 | $5,856-85.2% | $5,143-83.2% | $4,762-81.8% |
| Participant deferral / active EE | $4,672 | $5,948-21.5% | $5,198-10.1% | $5,850-20.1% |
| Admin fee / account holder | $351 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |