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 6-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 | $137,531 | $175,202-21.5% | $149,673-8.1% | $139,434-1.4% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 26.27% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $761 | $5,474-86.1% | $4,818-84.2% | $4,751-84.0% |
| Participant deferral / active EE | $2,813 | $6,519-56.9% | $5,680-50.5% | $6,710-58.1% |
| Admin fee / account holder | $622 | $16,150-96.1% | $13,210-95.3% | $11,403-94.5% |