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 5-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 | $45,431 | $183,519-75.2% | $155,509-70.8% | $145,922-68.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.30% | 61.17%-35.9pp | 64.67%-39.4pp | 561.29%-536.0pp |
| Employer contribution / active EE | $834 | $5,313-84.3% | $4,672-82.2% | $4,660-82.1% |
| Participant deferral / active EE | $5,074 | $6,462-21.5% | $5,626-9.8% | $6,688-24.1% |
| Admin fee / account holder | $421 | $19,313-97.8% | $15,912-97.4% | $13,397-96.9% |