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 5-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 | $19,605 | $117,983-83.4% | $101,794-80.7% | $142,382-86.2% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.2%-21.4pp | 80.1%-32.3pp |
| Annual return | 14.03% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $315 | $2,773-88.6% | $2,289-86.2% | $4,299-92.7% |
| Participant deferral / active EE | $2,468 | $4,714-47.6% | $4,084-39.6% | $6,507-62.1% |
| Admin fee / account holder | $820 | $10,433-92.1% | $8,777-90.7% | $12,624-93.5% |