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 | $68,859 | $94,625-27.2% | $116,228-40.8% | $84,808-18.8% |
| Participation rate | 52.3% | 70.4%-18.2pp | 74.6%-22.3pp | 68.3%-16.0pp |
| Annual return | 14.14% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $595 | $2,347-74.6% | $2,994-80.1% | $2,631-77.4% |
| Participant deferral / active EE | $3,229 | $3,972-18.7% | $4,953-34.8% | $4,212-23.3% |
| Admin fee / account holder | $14,300 | $10,091+41.7% | $11,989+19.3% | $7,344+94.7% |