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 | $42,607 | $46,553-8.5% | $64,056-33.5% | $75,163-43.3% |
| Participation rate | 44.4% | 65.9%-21.5pp | 72.3%-27.9pp | 67.2%-22.7pp |
| Annual return | 21.78% | 26.03%-4.3pp | 33.69%-11.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $220 | $1,974-88.8% | $2,747-92.0% | $2,670-91.7% |
| Participant deferral / active EE | $2,634 | $2,837-7.1% | $3,880-32.1% | $4,125-36.1% |
| Admin fee / account holder | $1,672 | $2,952-43.4% | $3,068-45.5% | $5,651-70.4% |