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 6-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 | $31,170 | $81,460-61.7% | $103,333-69.8% | $80,856-61.4% |
| Participation rate | 64.0% | 66.8%-2.8pp | 74.5%-10.5pp | 67.6%-3.6pp |
| Annual return | 14.63% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $640 | $3,105-79.4% | $3,868-83.5% | $2,755-76.8% |
| Participant deferral / active EE | $6,155 | $3,869+59.1% | $5,057+21.7% | $4,296+43.3% |
| Admin fee / account holder | $1,529 | $6,566-76.7% | $8,355-81.7% | $6,918-77.9% |