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 | $39,738 | $80,724-50.8% | $103,333-61.5% | $74,495-46.7% |
| Participation rate | 31.1% | 65.7%-34.6pp | 74.5%-43.4pp | 67.2%-36.1pp |
| Annual return | 12.81% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $314 | $3,157-90.1% | $3,868-91.9% | $2,623-88.0% |
| Participant deferral / active EE | $2,622 | $3,860-32.1% | $5,057-48.2% | $4,346-39.7% |
| Admin fee / account holder | $1,086 | $2,368-54.1% | $8,355-87.0% | $1,942-44.0% |