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 | $37,822 | $165,335-77.1% | $149,696-74.7% | $158,922-76.2% |
| Participation rate | 15.4% | 84.6%-69.2pp | 82.5%-67.1pp | 82.0%-66.6pp |
| Annual return | 8.46% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $593 | $5,103-88.4% | $4,644-87.2% | $4,761-87.5% |
| Participant deferral / active EE | $2,378 | $7,181-66.9% | $6,842-65.2% | $5,982-60.3% |
| Admin fee / account holder | $15,171 | $10,807+40.4% | $9,309+63.0% | $11,246+34.9% |