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 | $98,654 | $202,432-51.3% | $169,368-41.8% | $139,434-29.2% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 11.06% | 531.74%-520.7pp | 405.60%-394.5pp | 372.94%-361.9pp |
| Employer contribution / active EE | $60 | $4,692-98.7% | $4,013-98.5% | $4,751-98.7% |
| Participant deferral / active EE | $2,274 | $6,938-67.2% | $6,221-63.5% | $6,710-66.1% |
| Admin fee / account holder | $317 | $10,708-97.0% | $9,003-96.5% | $11,403-97.2% |