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 | $29,701 | $100,326-70.4% | $180,183-83.5% | $84,808-65.0% |
| Participation rate | 30.2% | 71.0%-40.8pp | 77.4%-47.3pp | 68.3%-38.2pp |
| Annual return | 20.53% | 17.86%+2.7pp | 27.86%-7.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $126 | $3,269-96.1% | $5,039-97.5% | $2,631-95.2% |
| Participant deferral / active EE | $3,557 | $5,066-29.8% | $6,822-47.9% | $4,212-15.5% |
| Admin fee / account holder | $1,305 | $9,674-86.5% | $19,975-93.5% | $7,344-82.2% |