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 7-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 | $92,698 | $58,208+59.3% | $81,812+13.3% | $80,856+14.6% |
| Participation rate | 55.4% | 63.4%-8.0pp | 72.3%-17.0pp | 67.6%-12.3pp |
| Annual return | 11.97% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,057 | $3,281-6.8% | $4,319-29.2% | $4,296-28.8% |
| Admin fee / account holder | $1,873 | $4,981-62.4% | $7,386-74.6% | $6,918-72.9% |