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 | $43,507 | $98,750-55.9% | $149,696-70.9% | $79,858-45.5% |
| Participation rate | 67.1% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.5pp |
| Annual return | 24.79% | 27.43%-2.6pp | 276.60%-251.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $446 | $3,216-86.1% | $4,644-90.4% | $2,471-82.0% |
| Participant deferral / active EE | $9,159 | $5,680+61.3% | $6,842+33.9% | $3,740+144.9% |
| Admin fee / account holder | $471 | $6,053-92.2% | $9,309-94.9% | $5,306-91.1% |