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 8-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 | $53,709 | $59,101-9.1% | $77,163-30.4% | $75,163-28.5% |
| Participation rate | 22.2% | 63.9%-41.6pp | 69.6%-47.3pp | 67.2%-45.0pp |
| Annual return | 14.82% | 26.71%-11.9pp | 37.87%-23.1pp | 160.62%-145.8pp |
| Employer contribution / active EE | $371 | $1,995-81.4% | $2,535-85.4% | $2,670-86.1% |
| Participant deferral / active EE | $1,745 | $2,999-41.8% | $3,833-54.5% | $4,125-57.7% |
| Admin fee / account holder | $571 | $4,774-88.1% | $5,472-89.6% | $5,651-89.9% |