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 | $73,007 | $81,460-10.4% | $103,333-29.3% | $80,856-9.7% |
| Participation rate | 42.5% | 66.8%-24.3pp | 74.5%-32.0pp | 67.6%-25.1pp |
| Annual return | 15.01% | 25.55%-10.5pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,128 | $3,869-19.1% | $5,057-38.2% | $4,296-27.2% |
| Admin fee / account holder | $5,954 | $6,566-9.3% | $8,355-28.7% | $6,918-13.9% |