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 9-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 | $55,192 | $179,726-69.3% | $156,263-64.7% | $142,382-61.2% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.9%-22.7pp | 80.1%-23.9pp |
| Annual return | 21.41% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $702 | $5,069-86.2% | $4,333-83.8% | $4,299-83.7% |
| Participant deferral / active EE | $4,449 | $6,956-36.0% | $6,158-27.8% | $6,507-31.6% |
| Admin fee / account holder | $318 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |