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 | $57,595 | $91,190-36.8% | $178,490-67.7% | $79,858-27.9% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.5pp | 69.6%-10.3pp |
| Annual return | 15.85% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $77 | $3,256-97.6% | $5,011-98.5% | $2,471-96.9% |
| Participant deferral / active EE | $3,115 | $3,236-3.8% | $5,202-40.1% | $3,740-16.7% |
| Admin fee / account holder | $533 | $6,751-92.1% | $13,984-96.2% | $5,306-90.0% |