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 8-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 | $35,913 | $81,460-55.9% | $103,333-65.2% | $80,856-55.6% |
| Participation rate | 42.0% | 66.8%-24.8pp | 74.5%-32.5pp | 67.6%-25.6pp |
| Annual return | 24.86% | 25.55%-0.7pp | 24.88%0pp | 35.59%-10.7pp |
| Employer contribution / active EE | $465 | $3,105-85.0% | $3,868-88.0% | $2,755-83.1% |
| Participant deferral / active EE | $2,473 | $3,869-36.1% | $5,057-51.1% | $4,296-42.4% |
| Admin fee / account holder | $1,036 | $6,566-84.2% | $8,355-87.6% | $6,918-85.0% |