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 6-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 | $87,027 | $154,117-43.5% | $129,995-33.1% | $139,434-37.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 16.84% | 32.48%-15.6pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $945 | $5,289-82.1% | $4,320-78.1% | $4,751-80.1% |
| Participant deferral / active EE | $3,841 | $6,710-42.8% | $5,820-34.0% | $6,710-42.8% |
| Admin fee / account holder | $1,843 | $14,007-86.8% | $10,614-82.6% | $11,403-83.8% |