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 | $101,236 | $177,572-43.0% | $154,803-34.6% | $142,382-28.9% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.1%-48.1pp | 80.1%-50.1pp |
| Annual return | 18.93% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.1pp |
| Employer contribution / active EE | $746 | $4,810-84.5% | $4,305-82.7% | $4,299-82.7% |
| Participant deferral / active EE | $4,258 | $6,272-32.1% | $5,540-23.2% | $6,507-34.6% |
| Admin fee / account holder | $613 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |