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 | $70,742 | $165,984-57.4% | $164,813-57.1% | $145,922-51.5% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.6%-47.8pp | 80.3%-49.5pp |
| Annual return | 15.27% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $699 | $5,273-86.7% | $4,341-83.9% | $4,660-85.0% |
| Participant deferral / active EE | $2,073 | $6,959-70.2% | $6,031-65.6% | $6,688-69.0% |
| Admin fee / account holder | $367 | $16,648-97.8% | $12,690-97.1% | $13,397-97.3% |