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 | $28,284 | $133,958-78.9% | $112,228-74.8% | $134,475-79.0% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | 19.39% | 47.11%-27.7pp | 27.45%-8.1pp | 417.96%-398.6pp |
| Employer contribution / active EE | $568 | $4,038-85.9% | $3,635-84.4% | $4,740-88.0% |
| Participant deferral / active EE | $2,866 | $5,291-45.8% | $4,728-39.4% | $6,400-55.2% |
| Admin fee / account holder | $393 | $7,489-94.7% | $6,410-93.9% | $11,426-96.6% |