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 6-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 | $49,880 | $89,753-44.4% | $107,525-53.6% | $84,808-41.2% |
| Participation rate | 34.4% | 68.1%-33.7pp | 75.1%-40.7pp | 68.3%-33.9pp |
| Annual return | 15.85% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $721 | $3,113-76.8% | $3,754-80.8% | $2,631-72.6% |
| Participant deferral / active EE | $1,755 | $4,056-56.7% | $5,116-65.7% | $4,212-58.3% |
| Admin fee / account holder | $2,564 | $7,222-64.5% | $8,919-71.2% | $7,344-65.1% |