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 | $41,668 | $214,378-80.6% | $200,582-79.2% | $142,382-70.7% |
| Participation rate | 16.7% | 87.4%-70.8pp | 86.9%-70.2pp | 80.1%-63.5pp |
| Annual return | 15.17% | 46.41%-31.2pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $929 | $6,841-86.4% | $6,419-85.5% | $4,299-78.4% |
| Participant deferral / active EE | $4,343 | $9,865-56.0% | $9,331-53.5% | $6,507-33.3% |
| Admin fee / account holder | $13,898 | $17,692-21.4% | $16,305-14.8% | $12,624+10.1% |