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 5-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 | $36,663 | $91,407-59.9% | $135,903-73.0% | $71,457-48.7% |
| Participation rate | 66.4% | 75.7%-9.3pp | 81.9%-15.5pp | 67.9%-1.5pp |
| Annual return | 23.98% | 29.90%-5.9pp | 68.23%-44.2pp | 28.85%-4.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,899 | $7,092+39.6% | $7,758+27.6% | $4,289+130.8% |
| Admin fee / account holder | $991 | $1,266-21.7% | $10,762-90.8% | $1,587-37.6% |