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 | $35,749 | $177,572-79.9% | $154,803-76.9% | $142,382-74.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 45.51% | 65.07%-19.6pp | 58.88%-13.4pp | 217.08%-171.6pp |
| Employer contribution / active EE | $508 | $4,810-89.4% | $4,305-88.2% | $4,299-88.2% |
| Participant deferral / active EE | $3,515 | $6,272-43.9% | $5,540-36.6% | $6,507-46.0% |
| Admin fee / account holder | $700 | $16,786-95.8% | $14,329-95.1% | $12,624-94.5% |