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 9-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 | $76,791 | $165,984-53.7% | $164,813-53.4% | $145,922-47.4% |
| Participation rate | 35.7% | 82.0%-46.3pp | 78.6%-42.9pp | 80.3%-44.6pp |
| Annual return | 12.65% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,067 | $5,273-79.8% | $4,341-75.4% | $4,660-77.1% |
| Participant deferral / active EE | $3,843 | $6,959-44.8% | $6,031-36.3% | $6,688-42.5% |
| Admin fee / account holder | $5,757 | $16,648-65.4% | $12,690-54.6% | $13,397-57.0% |