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 | $78,486 | $177,572-55.8% | $154,803-49.3% | $142,382-44.9% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.1%-25.1pp | 80.1%-27.2pp |
| Annual return | 18.10% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $599 | $4,810-87.6% | $4,305-86.1% | $4,299-86.1% |
| Participant deferral / active EE | $4,147 | $6,272-33.9% | $5,540-25.2% | $6,507-36.3% |
| Admin fee / account holder | $804 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |