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 | $61,569 | $89,753-31.4% | $107,525-42.7% | $84,808-27.4% |
| Participation rate | 58.1% | 68.1%-10.0pp | 75.1%-17.0pp | 68.3%-10.2pp |
| Annual return | 18.22% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $813 | $3,113-73.9% | $3,754-78.3% | $2,631-69.1% |
| Participant deferral / active EE | $3,288 | $4,056-18.9% | $5,116-35.7% | $4,212-21.9% |
| Admin fee / account holder | $3,165 | $7,222-56.2% | $8,919-64.5% | $7,344-56.9% |