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 8-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 | $39,094 | $81,460-52.0% | $103,333-62.2% | $80,856-51.7% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 12.23% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $671 | $3,105-78.4% | $3,868-82.7% | $2,755-75.7% |
| Participant deferral / active EE | $4,081 | $3,869+5.5% | $5,057-19.3% | $4,296-5.0% |
| Admin fee / account holder | $3,844 | $6,566-41.5% | $8,355-54.0% | $6,918-44.4% |