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 | $38,759 | $94,625-59.0% | $116,228-66.7% | $84,808-54.3% |
| Participation rate | 41.7% | 70.4%-28.8pp | 74.6%-32.9pp | 68.3%-26.6pp |
| Annual return | 15.79% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $593 | $2,347-74.7% | $2,994-80.2% | $2,631-77.4% |
| Participant deferral / active EE | $2,632 | $3,972-33.7% | $4,953-46.9% | $4,212-37.5% |
| Admin fee / account holder | $2,191 | $10,091-78.3% | $11,989-81.7% | $7,344-70.2% |