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 3-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 | $64,706 | $214,378-69.8% | $200,582-67.7% | $142,382-54.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 21.67% | 46.41%-24.7pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,000 | $6,841-85.4% | $6,419-84.4% | $4,299-76.7% |
| Participant deferral / active EE | $10,000 | $9,865+1.4% | $9,331+7.2% | $6,507+53.7% |
| Admin fee / account holder | $368 | $17,692-97.9% | $16,305-97.7% | $12,624-97.1% |