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 | $47,410 | $175,202-72.9% | $149,673-68.3% | $139,434-66.0% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 42.64% | 166.71%-124.1pp | 134.42%-91.8pp | 372.94%-330.3pp |
| Employer contribution / active EE | $536 | $5,474-90.2% | $4,818-88.9% | $4,751-88.7% |
| Participant deferral / active EE | $5,348 | $6,519-18.0% | $5,680-5.8% | $6,710-20.3% |
| Admin fee / account holder | $8,240 | $16,150-49.0% | $13,210-37.6% | $11,403-27.7% |