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 | $45,419 | $140,940-67.8% | $112,229-59.5% | $139,434-67.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.35% | 32.71%-18.4pp | 30.20%-15.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $798 | $4,283-81.4% | $3,430-76.7% | $4,751-83.2% |
| Participant deferral / active EE | $2,450 | $5,874-58.3% | $4,798-48.9% | $6,710-63.5% |
| Admin fee / account holder | $7,058 | $9,954-29.1% | $7,748-8.9% | $11,403-38.1% |