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 | $115,459 | $159,602-27.7% | $150,045-23.1% | $142,382-18.9% |
| Participation rate | 9.1% | 84.0%-74.9pp | 82.3%-73.2pp | 80.1%-71.0pp |
| Annual return | 21.46% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $255 | $4,961-94.9% | $4,693-94.6% | $4,299-94.1% |
| Participant deferral / active EE | $2,818 | $8,310-66.1% | $7,997-64.8% | $6,507-56.7% |
| Admin fee / account holder | $20,536 | $14,846+38.3% | $13,435+52.9% | $12,624+62.7% |