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 | $90,391 | $117,983-23.4% | $101,794-11.2% | $142,382-36.5% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.2%-4.2pp | 80.1%-15.1pp |
| Annual return | 14.73% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $417 | $2,773-85.0% | $2,289-81.8% | $4,299-90.3% |
| Participant deferral / active EE | $1,722 | $4,714-63.5% | $4,084-57.8% | $6,507-73.5% |
| Admin fee / account holder | $10,528 | $10,433+0.9% | $8,777+20.0% | $12,624-16.6% |