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 | $41,326 | $76,367-45.9% | $93,606-55.9% | $72,985-43.4% |
| Participation rate | 52.1% | 71.7%-19.7pp | 75.8%-23.8pp | 69.5%-17.4pp |
| Annual return | 19.49% | 25.82%-6.3pp | 32.76%-13.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $377 | $2,275-83.4% | $2,718-86.1% | $2,440-84.5% |
| Participant deferral / active EE | $1,911 | $3,538-46.0% | $4,069-53.0% | $3,607-47.0% |
| Admin fee / account holder | $683 | $6,838-90.0% | $7,888-91.3% | $5,124-86.7% |