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 5-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 | $120,761 | $165,984-27.2% | $164,813-26.7% | $145,922-17.2% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 13.16% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $714 | $5,273-86.5% | $4,341-83.5% | $4,660-84.7% |
| Participant deferral / active EE | $3,286 | $6,959-52.8% | $6,031-45.5% | $6,688-50.9% |
| Admin fee / account holder | $2,294 | $16,648-86.2% | $12,690-81.9% | $13,397-82.9% |