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 6-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 | $23,680 | $183,519-87.1% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 11.07% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $913 | $5,313-82.8% | $4,672-80.5% | $4,660-80.4% |
| Participant deferral / active EE | $2,294 | $6,462-64.5% | $5,626-59.2% | $6,688-65.7% |
| Admin fee / account holder | $2,804 | $19,313-85.5% | $15,912-82.4% | $13,397-79.1% |