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 7-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 | $94,422 | $106,584-11.4% | $101,326-6.8% | $142,382-33.7% |
| Participation rate | 36.4% | 82.7%-46.3pp | 81.5%-45.1pp | 80.1%-43.8pp |
| Annual return | 17.96% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,367 | $8,297-23.3% | $7,994-20.4% | $6,507-2.2% |
| Admin fee / account holder | $4,714 | $11,446-58.8% | $11,185-57.9% | $12,624-62.7% |