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 7-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 | $37,673 | $185,822-79.7% | $169,993-77.8% | $139,434-73.0% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 22.73% | 60.50%-37.8pp | 53.37%-30.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $877 | $7,590-88.4% | $6,785-87.1% | $4,751-81.5% |
| Participant deferral / active EE | $3,165 | $11,622-72.8% | $10,408-69.6% | $6,710-52.8% |
| Admin fee / account holder | $996 | $15,381-93.5% | $12,815-92.2% | $11,403-91.3% |