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 4-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 | $31,009 | $175,202-82.3% | $149,673-79.3% | $139,434-77.8% |
| Participation rate | 23.5% | 83.4%-59.8pp | 78.8%-55.2pp | 80.3%-56.8pp |
| Annual return | 28.21% | 166.71%-138.5pp | 134.42%-106.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $676 | $5,474-87.7% | $4,818-86.0% | $4,751-85.8% |
| Participant deferral / active EE | $2,890 | $6,519-55.7% | $5,680-49.1% | $6,710-56.9% |
| Admin fee / account holder | $732 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |