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 | $169,984 | $140,940+20.6% | $112,229+51.5% | $139,434+21.9% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 14.72% | 32.71%-18.0pp | 30.20%-15.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $778 | $4,283-81.8% | $3,430-77.3% | $4,751-83.6% |
| Participant deferral / active EE | $2,356 | $5,874-59.9% | $4,798-50.9% | $6,710-64.9% |
| Admin fee / account holder | $1,747 | $9,954-82.5% | $7,748-77.5% | $11,403-84.7% |