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 9-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 | $48,067 | $68,914-30.3% | $136,749-64.8% | $74,304-35.3% |
| Participation rate | 63.4% | 51.3%+12.0pp | 72.1%-8.8pp | 60.3%+3.0pp |
| Annual return | 15.57% | 16.34%-0.8pp | 24.33%-8.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $286 | $1,561-81.7% | $3,400-91.6% | $2,241-87.3% |
| Participant deferral / active EE | $1,746 | $2,541-31.3% | $4,692-62.8% | $3,767-53.7% |
| Admin fee / account holder | $4,195 | $3,149+33.2% | $11,386-63.2% | $2,969+41.3% |