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 | $48,906 | $106,515-54.1% | $96,683-49.4% | $139,434-64.9% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 16.87% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $734 | $4,103-82.1% | $3,737-80.4% | $4,751-84.5% |
| Participant deferral / active EE | $3,236 | $5,454-40.7% | $4,878-33.7% | $6,710-51.8% |
| Admin fee / account holder | $708 | $7,877-91.0% | $6,730-89.5% | $11,403-93.8% |