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 8-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 | $40,172 | $89,753-55.2% | $107,525-62.6% | $84,808-52.6% |
| Participation rate | 51.6% | 68.1%-16.4pp | 75.1%-23.5pp | 68.3%-16.7pp |
| Annual return | 17.44% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $625 | $3,113-79.9% | $3,754-83.4% | $2,631-76.3% |
| Participant deferral / active EE | $2,594 | $4,056-36.1% | $5,116-49.3% | $4,212-38.4% |
| Admin fee / account holder | $1,581 | $7,222-78.1% | $8,919-82.3% | $7,344-78.5% |