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 7-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 | $29,268 | $93,170-68.6% | $100,534-70.9% | $84,808-65.5% |
| Participation rate | 37.7% | 75.8%-38.2pp | 80.6%-42.9pp | 68.3%-30.6pp |
| Annual return | 19.20% | 47.13%-27.9pp | 32.66%-13.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $699 | $3,985-82.5% | $4,346-83.9% | $2,631-73.4% |
| Participant deferral / active EE | $2,517 | $5,699-55.8% | $6,144-59.0% | $4,212-40.2% |
| Admin fee / account holder | $423 | $7,382-94.3% | $7,654-94.5% | $7,344-94.2% |