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 | $49,455 | $127,065-61.1% | $113,168-56.3% | $142,382-65.3% |
| Participation rate | 21.1% | 79.2%-58.2pp | 76.6%-55.5pp | 80.1%-59.1pp |
| Annual return | 14.36% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $633 | $3,442-81.6% | $2,975-78.7% | $4,299-85.3% |
| Participant deferral / active EE | $2,060 | $5,716-64.0% | $5,107-59.7% | $6,507-68.3% |
| Admin fee / account holder | $727 | $15,736-95.4% | $12,068-94.0% | $12,624-94.2% |