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 6-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 | $77,200 | $111,754-30.9% | $103,333-25.3% | $145,922-47.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $696 | $4,212-83.5% | $3,868-82.0% | $4,660-85.1% |
| Participant deferral / active EE | $4,600 | $5,619-18.1% | $5,057-9.0% | $6,688-31.2% |
| Admin fee / account holder | $743 | $9,750-92.4% | $8,355-91.1% | $13,397-94.5% |