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 | $27,794 | $68,547-59.5% | $120,354-76.9% | $80,856-65.6% |
| Participation rate | 25.7% | 61.6%-35.9pp | 71.9%-46.2pp | 67.6%-41.9pp |
| Annual return | 16.04% | 23.60%-7.6pp | 107.15%-91.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $330 | $2,051-83.9% | $3,463-90.5% | $2,755-88.0% |
| Participant deferral / active EE | $1,466 | $3,173-53.8% | $4,991-70.6% | $4,296-65.9% |
| Admin fee / account holder | $855 | $5,732-85.1% | $9,423-90.9% | $6,918-87.6% |