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 | $79,176 | $109,881-27.9% | $150,045-47.2% | $84,808-6.6% |
| Participation rate | 43.9% | 76.1%-32.1pp | 82.3%-38.4pp | 68.3%-24.4pp |
| Annual return | 32.53% | 28.25%+4.3pp | 62.55%-30.0pp | 40.90%-8.4pp |
| Employer contribution / active EE | $401 | $3,561-88.7% | $4,693-91.5% | $2,631-84.8% |
| Participant deferral / active EE | $5,720 | $6,636-13.8% | $7,997-28.5% | $4,212+35.8% |
| Admin fee / account holder | $701 | $8,568-91.8% | $13,435-94.8% | $7,344-90.5% |