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 8-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 | $70,082 | $80,717-13.2% | $154,803-54.7% | $84,808-17.4% |
| Participation rate | 14.9% | 66.8%-51.9pp | 78.1%-63.2pp | 68.3%-53.4pp |
| Annual return | 19.21% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $308 | $2,761-88.8% | $4,305-92.8% | $2,631-88.3% |
| Participant deferral / active EE | $903 | $3,303-72.7% | $5,540-83.7% | $4,212-78.6% |
| Admin fee / account holder | $485 | $6,746-92.8% | $14,329-96.6% | $7,344-93.4% |