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 | $52,429 | $78,672-33.4% | $109,143-52.0% | $85,850-38.9% |
| Participation rate | 67.4% | 68.3%-0.9pp | 75.9%-8.5pp | 69.3%-1.9pp |
| Annual return | 16.15% | 25.09%-8.9pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $548 | $2,735-80.0% | $3,722-85.3% | $2,565-78.6% |
| Participant deferral / active EE | $5,853 | $3,467+68.8% | $4,653+25.8% | $3,952+48.1% |
| Admin fee / account holder | $1,388 | $5,469-74.6% | $6,752-79.4% | $6,260-77.8% |