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 | $39,534 | $58,512-32.4% | $84,015-52.9% | $72,985-45.8% |
| Participation rate | 45.5% | 61.2%-15.8pp | 69.0%-23.6pp | 69.5%-24.0pp |
| Annual return | 20.97% | 28.93%-8.0pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,060 | $2,394-13.9% | $3,239-36.4% | $3,607-42.9% |
| Admin fee / account holder | $457 | $4,569-90.0% | $6,101-92.5% | $5,124-91.1% |