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 4-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 | $43,983 | $109,413-59.8% | $156,263-71.9% | $84,808-48.1% |
| Participation rate | 34.6% | 72.7%-38.1pp | 78.9%-44.3pp | 68.3%-33.7pp |
| Annual return | 19.78% | 20.18%-0.4pp | 59.47%-39.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $508 | $2,907-82.5% | $4,333-88.3% | $2,631-80.7% |
| Participant deferral / active EE | $3,173 | $4,590-30.9% | $6,158-48.5% | $4,212-24.7% |
| Admin fee / account holder | $397 | $9,357-95.8% | $14,255-97.2% | $7,344-94.6% |