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 | $42,930 | $49,791-13.8% | $78,210-45.1% | $70,131-38.8% |
| Participation rate | 55.1% | 62.3%-7.2pp | 68.7%-13.6pp | 69.5%-14.4pp |
| Annual return | 15.12% | 20.75%-5.6pp | 40.90%-25.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $207 | $1,430-85.5% | $2,034-89.8% | $2,342-91.2% |
| Participant deferral / active EE | $1,685 | $2,150-21.6% | $2,823-40.3% | $3,332-49.4% |
| Admin fee / account holder | $4,041 | $3,181+27.0% | $3,758+7.5% | $4,645-13.0% |