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 | $48,040 | $214,378-77.6% | $200,582-76.0% | $142,382-66.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 15.86% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $911 | $6,841-86.7% | $6,419-85.8% | $4,299-78.8% |
| Participant deferral / active EE | $4,044 | $9,865-59.0% | $9,331-56.7% | $6,507-37.9% |
| Admin fee / account holder | $417 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |