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 | $82,396 | $165,984-50.4% | $164,813-50.0% | $145,922-43.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 12.00% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $824 | $5,273-84.4% | $4,341-81.0% | $4,660-82.3% |
| Participant deferral / active EE | $2,234 | $6,959-67.9% | $6,031-63.0% | $6,688-66.6% |
| Admin fee / account holder | $1,066 | $16,648-93.6% | $12,690-91.6% | $13,397-92.0% |