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 | $65,744 | $106,515-38.3% | $96,683-32.0% | $139,434-52.8% |
| Participation rate | 9.1% | 77.8%-68.7pp | 74.3%-65.3pp | 80.3%-71.2pp |
| Annual return | 14.85% | 38.43%-23.6pp | 35.69%-20.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $743 | $4,103-81.9% | $3,737-80.1% | $4,751-84.4% |
| Participant deferral / active EE | $2,350 | $5,454-56.9% | $4,878-51.8% | $6,710-65.0% |
| Admin fee / account holder | $66,259 | $7,877+741.2% | $6,730+884.6% | $11,403+481.1% |