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 | $43,965 | $86,944-49.4% | $107,525-59.1% | $74,304-40.8% |
| Participation rate | 44.7% | 59.6%-14.8pp | 75.1%-30.3pp | 60.3%-15.6pp |
| Annual return | 39.83% | 23.52%+16.3pp | 181.32%-141.5pp | 29.43%+10.4pp |
| Employer contribution / active EE | $316 | $2,757-88.6% | $3,754-91.6% | $2,241-85.9% |
| Participant deferral / active EE | $3,180 | $3,554-10.5% | $5,116-37.8% | $3,767-15.6% |
| Admin fee / account holder | $1,971 | $3,727-47.1% | $8,919-77.9% | $2,969-33.6% |