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 | $56,824 | $100,773-43.6% | $88,946-36.1% | $142,382-60.1% |
| Participation rate | 22.7% | 74.3%-51.6pp | 68.8%-46.1pp | 80.1%-57.4pp |
| Annual return | 16.54% | 70.18%-53.6pp | 57.82%-41.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $202 | $2,918-93.1% | $2,555-92.1% | $4,299-95.3% |
| Participant deferral / active EE | $1,151 | $5,230-78.0% | $4,581-74.9% | $6,507-82.3% |
| Admin fee / account holder | $405 | $9,693-95.8% | $8,261-95.1% | $12,624-96.8% |