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 | $95,638 | $148,534-35.6% | $135,903-29.6% | $139,434-31.4% |
| Participation rate | 27.8% | 83.9%-56.1pp | 81.9%-54.1pp | 80.3%-52.5pp |
| Annual return | 22.96% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $701 | $5,243-86.6% | $4,856-85.6% | $4,751-85.2% |
| Participant deferral / active EE | $3,647 | $8,100-55.0% | $7,758-53.0% | $6,710-45.6% |
| Admin fee / account holder | $1,698 | $12,400-86.3% | $10,762-84.2% | $11,403-85.1% |