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 | $39,179 | $100,326-60.9% | $180,183-78.3% | $84,808-53.8% |
| Participation rate | 42.3% | 71.0%-28.7pp | 77.4%-35.1pp | 68.3%-26.0pp |
| Annual return | 14.08% | 17.86%-3.8pp | 27.86%-13.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $385 | $3,269-88.2% | $5,039-92.4% | $2,631-85.4% |
| Participant deferral / active EE | $2,062 | $5,066-59.3% | $6,822-69.8% | $4,212-51.0% |
| Admin fee / account holder | $2,557 | $9,674-73.6% | $19,975-87.2% | $7,344-65.2% |