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 | $41,149 | $163,101-74.8% | $136,749-69.9% | $142,382-71.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 17.19% | 27.54%-10.4pp | 24.33%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $722 | $4,117-82.5% | $3,400-78.7% | $4,299-83.2% |
| Participant deferral / active EE | $2,856 | $5,585-48.9% | $4,692-39.1% | $6,507-56.1% |
| Admin fee / account holder | $1,041 | $14,318-92.7% | $11,386-90.9% | $12,624-91.8% |