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 | $49,794 | $94,625-47.4% | $116,228-57.2% | $84,808-41.3% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.6%-10.0pp | 68.3%-3.8pp |
| Annual return | 17.63% | 20.40%-2.8pp | 90.06%-72.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $454 | $2,347-80.7% | $2,994-84.8% | $2,631-82.7% |
| Participant deferral / active EE | $3,873 | $3,972-2.5% | $4,953-21.8% | $4,212-8.0% |
| Admin fee / account holder | $317 | $10,091-96.9% | $11,989-97.4% | $7,344-95.7% |