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 10-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 | $71,550 | $125,758-43.1% | $169,993-57.9% | $75,163-4.8% |
| Participation rate | 41.9% | 83.6%-41.7pp | 87.0%-45.1pp | 67.2%-25.3pp |
| Annual return | 19.45% | 27.20%-7.7pp | 53.37%-33.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,155 | $4,615-75.0% | $6,785-83.0% | $2,670-56.7% |
| Participant deferral / active EE | $4,701 | $6,837-31.2% | $10,408-54.8% | $4,125+14.0% |
| Admin fee / account holder | $955 | $8,173-88.3% | $12,815-92.5% | $5,651-83.1% |