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 3-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 | $18,987 | $177,572-89.3% | $154,803-87.7% | $142,382-86.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 23.80% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $433 | $4,810-91.0% | $4,305-89.9% | $4,299-89.9% |
| Participant deferral / active EE | $4,007 | $6,272-36.1% | $5,540-27.7% | $6,507-38.4% |
| Admin fee / account holder | $2,779 | $16,786-83.4% | $14,329-80.6% | $12,624-78.0% |