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 | $50,018 | $201,272-75.1% | $184,203-72.8% | $145,922-65.7% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 20.29% | 29.00%-8.7pp | 28.81%-8.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,450 | $7,022-79.4% | $6,427-77.4% | $4,660-68.9% |
| Participant deferral / active EE | $12,146 | $9,806+23.9% | $9,131+33.0% | $6,688+81.6% |
| Admin fee / account holder | $483 | $16,364-97.1% | $13,901-96.5% | $13,397-96.4% |