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 | $35,411 | $81,460-56.5% | $103,333-65.7% | $80,856-56.2% |
| Participation rate | 36.7% | 66.8%-30.2pp | 74.5%-37.8pp | 67.6%-31.0pp |
| Annual return | 13.45% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $738 | $3,105-76.2% | $3,868-80.9% | $2,755-73.2% |
| Participant deferral / active EE | $1,919 | $3,869-50.4% | $5,057-62.1% | $4,296-55.3% |
| Admin fee / account holder | $743 | $6,566-88.7% | $8,355-91.1% | $6,918-89.3% |