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 | $59,834 | $109,413-45.3% | $156,263-61.7% | $84,808-29.4% |
| Participation rate | 38.9% | 72.7%-33.8pp | 78.9%-40.0pp | 68.3%-29.4pp |
| Annual return | 14.47% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $728 | $2,907-75.0% | $4,333-83.2% | $2,631-72.3% |
| Participant deferral / active EE | $3,413 | $4,590-25.6% | $6,158-44.6% | $4,212-19.0% |
| Admin fee / account holder | $3,088 | $9,357-67.0% | $14,255-78.3% | $7,344-57.9% |