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 | $36,735 | $92,971-60.5% | $96,683-62.0% | $74,419-50.6% |
| Participation rate | 20.9% | 71.5%-50.6pp | 74.3%-53.4pp | 70.7%-49.8pp |
| Annual return | 22.37% | 37.49%-15.1pp | 35.69%-13.3pp | 34.38%-12.0pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,794 | $3,970-54.8% | $4,878-63.2% | $4,528-60.4% |
| Admin fee / account holder | $982 | $633+55.2% | $6,730-85.4% | $348+182.3% |