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 7-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 | $39,123 | $89,753-56.4% | $107,525-63.6% | $84,808-53.9% |
| Participation rate | 23.5% | 68.1%-44.5pp | 75.1%-51.5pp | 68.3%-44.8pp |
| Annual return | 17.86% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $699 | $3,113-77.5% | $3,754-81.4% | $2,631-73.4% |
| Participant deferral / active EE | $1,818 | $4,056-55.2% | $5,116-64.5% | $4,212-56.8% |
| Admin fee / account holder | $6,260 | $7,222-13.3% | $8,919-29.8% | $7,344-14.8% |