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 | $95,721 | $209,411-54.3% | $178,490-46.4% | $158,922-39.8% |
| Participation rate | 16.7% | 86.3%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 20.61% | 188.75%-168.1pp | 151.07%-130.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $256 | $5,706-95.5% | $5,011-94.9% | $4,761-94.6% |
| Participant deferral / active EE | $3,250 | $5,954-45.4% | $5,202-37.5% | $5,982-45.7% |
| Admin fee / account holder | $456 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |