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 5-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 | $52,303 | $159,602-67.2% | $150,045-65.1% | $142,382-63.3% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 30.71% | 70.24%-39.5pp | 62.55%-31.8pp | 217.08%-186.4pp |
| Employer contribution / active EE | $130 | $4,961-97.4% | $4,693-97.2% | $4,299-97.0% |
| Participant deferral / active EE | $4,361 | $8,310-47.5% | $7,997-45.5% | $6,507-33.0% |
| Admin fee / account holder | $680 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |