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 10-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 | $42,705 | $78,422-45.5% | $95,952-55.5% | $79,858-46.5% |
| Participation rate | 46.2% | 73.5%-27.3pp | 77.1%-30.9pp | 69.6%-23.5pp |
| Annual return | 12.16% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $53 | $1,945-97.3% | $2,541-97.9% | $2,471-97.9% |
| Participant deferral / active EE | $1,984 | $3,440-42.3% | $4,167-52.4% | $3,740-47.0% |
| Admin fee / account holder | $816 | $5,622-85.5% | $6,795-88.0% | $5,306-84.6% |