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 3-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 | $84,423 | $95,803-11.9% | $113,168-25.4% | $84,808-0.5% |
| Participation rate | 60.4% | 72.9%-12.5pp | 76.6%-16.2pp | 68.3%-7.9pp |
| Annual return | 25.92% | 25.00%+0.9pp | 24.27%+1.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,653 | $4,242+9.7% | $5,107-8.9% | $4,212+10.5% |
| Admin fee / account holder | $897 | $8,989-90.0% | $12,068-92.6% | $7,344-87.8% |