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 4-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 | $122,957 | $117,983+4.2% | $101,794+20.8% | $142,382-13.6% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.2%-60.9pp | 80.1%-71.8pp |
| Annual return | 20.07% | 36.92%-16.8pp | 30.53%-10.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $128 | $2,773-95.4% | $2,289-94.4% | $4,299-97.0% |
| Participant deferral / active EE | $1,958 | $4,714-58.5% | $4,084-52.0% | $6,507-69.9% |
| Admin fee / account holder | $828 | $10,433-92.1% | $8,777-90.6% | $12,624-93.4% |