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 4-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 | $95,945 | $159,602-39.9% | $150,045-36.1% | $142,382-32.6% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.3%-51.6pp | 80.1%-49.4pp |
| Annual return | 14.65% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,299 | $8,310-48.3% | $7,997-46.2% | $6,507-33.9% |
| Admin fee / account holder | $13,054 | $14,846-12.1% | $13,435-2.8% | $12,624+3.4% |