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 | $40,504 | $168,632-76.0% | $147,614-72.6% | $125,391-67.7% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | 1.43% | 77.65%-76.2pp | 61.98%-60.5pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,050 | $6,252-83.2% | $5,564-81.1% | $4,866-78.4% |
| Participant deferral / active EE | $3,750 | $5,507-31.9% | $4,895-23.4% | $5,352-29.9% |
| Admin fee / account holder | $2,595 | $13,580-80.9% | $11,611-77.6% | $9,540-72.8% |