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 4-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 | $45,475 | $81,460-44.2% | $103,333-56.0% | $80,856-43.8% |
| Participation rate | 16.1% | 66.8%-50.7pp | 74.5%-58.4pp | 67.6%-51.5pp |
| Annual return | 12.36% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $382 | $3,105-87.7% | $3,868-90.1% | $2,755-86.1% |
| Participant deferral / active EE | $1,876 | $3,869-51.5% | $5,057-62.9% | $4,296-56.3% |
| Admin fee / account holder | $1,797 | $6,566-72.6% | $8,355-78.5% | $6,918-74.0% |