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 5-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 | $30,778 | $87,013-64.6% | $106,213-71.0% | $80,856-61.9% |
| Participation rate | 34.5% | 70.4%-35.9pp | 75.3%-40.8pp | 67.6%-33.1pp |
| Annual return | 55.36% | 17.05%+38.3pp | 116.14%-60.8pp | 35.59%+19.8pp |
| Employer contribution / active EE | $473 | $2,395-80.3% | $3,171-85.1% | $2,755-82.8% |
| Participant deferral / active EE | $2,200 | $3,986-44.8% | $5,016-56.1% | $4,296-48.8% |
| Admin fee / account holder | $803 | $8,431-90.5% | $11,033-92.7% | $6,918-88.4% |