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 9-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 | $42,354 | $104,664-59.5% | $85,682-50.6% | $167,490-74.7% |
| Participation rate | 35.7% | 76.4%-40.7pp | 69.9%-34.1pp | 82.1%-46.4pp |
| Annual return | 9.38% | 21.45%-12.1pp | 21.49%-12.1pp | 478.56%-469.2pp |
| Employer contribution / active EE | $392 | $3,337-88.3% | $2,618-85.0% | $4,837-91.9% |
| Participant deferral / active EE | $2,704 | $4,824-44.0% | $3,923-31.1% | $6,341-57.4% |
| Admin fee / account holder | $19,304 | $10,032+92.4% | $6,873+180.9% | $12,309+56.8% |