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 | $67,538 | $183,519-63.2% | $155,509-56.6% | $145,922-53.7% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 19.22% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.1pp |
| Employer contribution / active EE | $877 | $5,313-83.5% | $4,672-81.2% | $4,660-81.2% |
| Participant deferral / active EE | $3,998 | $6,462-38.1% | $5,626-28.9% | $6,688-40.2% |
| Admin fee / account holder | $636 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |