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 6-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 | $51,833 | $80,717-35.8% | $154,803-66.5% | $84,808-38.9% |
| Participation rate | 10.9% | 66.8%-55.9pp | 78.1%-67.2pp | 68.3%-57.4pp |
| Annual return | 22.00% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $289 | $2,761-89.5% | $4,305-93.3% | $2,631-89.0% |
| Participant deferral / active EE | $1,102 | $3,303-66.7% | $5,540-80.1% | $4,212-73.8% |
| Admin fee / account holder | $511 | $6,746-92.4% | $14,329-96.4% | $7,344-93.0% |