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 4-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 | $57,511 | $74,888-23.2% | $71,209-19.2% | $142,382-59.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 17.69% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $302 | $2,854-89.4% | $2,721-88.9% | $4,299-93.0% |
| Participant deferral / active EE | $3,231 | $4,454-27.5% | $4,175-22.6% | $6,507-50.3% |
| Admin fee / account holder | $395 | $5,568-92.9% | $5,349-92.6% | $12,624-96.9% |