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 | $82,372 | $87,013-5.3% | $106,213-22.4% | $80,856+1.9% |
| Participation rate | 20.0% | 70.4%-50.4pp | 75.3%-55.3pp | 67.6%-47.6pp |
| Annual return | 19.26% | 17.05%+2.2pp | 116.14%-96.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $632 | $2,395-73.6% | $3,171-80.1% | $2,755-77.1% |
| Participant deferral / active EE | $2,344 | $3,986-41.2% | $5,016-53.3% | $4,296-45.4% |
| Admin fee / account holder | $1,302 | $8,431-84.6% | $11,033-88.2% | $6,918-81.2% |