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 | $32,304 | $163,101-80.2% | $136,749-76.4% | $142,382-77.3% |
| Participation rate | 40.9% | 78.2%-37.3pp | 72.1%-31.2pp | 80.1%-39.2pp |
| Annual return | 16.67% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $504 | $4,117-87.7% | $3,400-85.2% | $4,299-88.3% |
| Participant deferral / active EE | $2,673 | $5,585-52.1% | $4,692-43.0% | $6,507-58.9% |
| Admin fee / account holder | $362 | $14,318-97.5% | $11,386-96.8% | $12,624-97.1% |