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 | $147,726 | $214,378-31.1% | $200,582-26.4% | $142,382+3.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 15.59% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $634 | $6,841-90.7% | $6,419-90.1% | $4,299-85.3% |
| Participant deferral / active EE | $6,275 | $9,865-36.4% | $9,331-32.8% | $6,507-3.6% |
| Admin fee / account holder | $1,207 | $17,692-93.2% | $16,305-92.6% | $12,624-90.4% |