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 4-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 | $35,313 | $175,202-79.8% | $149,673-76.4% | $139,434-74.7% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 22.86% | 166.71%-143.8pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $599 | $5,474-89.1% | $4,818-87.6% | $4,751-87.4% |
| Participant deferral / active EE | $6,826 | $6,519+4.7% | $5,680+20.2% | $6,710+1.7% |
| Admin fee / account holder | $1,177 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |