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 | $57,794 | $80,717-28.4% | $154,803-62.7% | $84,808-31.9% |
| Participation rate | 58.1% | 66.8%-8.7pp | 78.1%-20.0pp | 68.3%-10.2pp |
| Annual return | 14.36% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $181 | $2,761-93.5% | $4,305-95.8% | $2,631-93.1% |
| Participant deferral / active EE | $2,042 | $3,303-38.2% | $5,540-63.1% | $4,212-51.5% |
| Admin fee / account holder | $1,642 | $6,746-75.7% | $14,329-88.5% | $7,344-77.6% |