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 | $36,322 | $209,411-82.7% | $178,490-79.7% | $158,922-77.1% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 22.49% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,136 | $5,706-80.1% | $5,011-77.3% | $4,761-76.1% |
| Participant deferral / active EE | $4,077 | $5,954-31.5% | $5,202-21.6% | $5,982-31.8% |
| Admin fee / account holder | $782 | $17,074-95.4% | $13,984-94.4% | $11,246-93.0% |