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 | $14,188 | $80,717-82.4% | $154,803-90.8% | $84,808-83.3% |
| Participation rate | 30.1% | 66.8%-36.7pp | 78.1%-48.0pp | 68.3%-38.2pp |
| Annual return | 17.11% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $222 | $2,761-92.0% | $4,305-94.8% | $2,631-91.6% |
| Participant deferral / active EE | $1,828 | $3,303-44.6% | $5,540-67.0% | $4,212-56.6% |
| Admin fee / account holder | $957 | $6,746-85.8% | $14,329-93.3% | $7,344-87.0% |