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 7-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 | $36,219 | $217,402-83.3% | $185,823-80.5% | $167,490-78.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.74% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $963 | $5,873-83.6% | $5,167-81.4% | $4,837-80.1% |
| Participant deferral / active EE | $6,705 | $6,356+5.5% | $5,568+20.4% | $6,341+5.7% |
| Admin fee / account holder | $462 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |