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 5-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 | $40,918 | $60,022-31.8% | $88,946-54.0% | $84,808-51.8% |
| Participation rate | 53.7% | 57.8%-4.1pp | 68.8%-15.1pp | 68.3%-14.6pp |
| Annual return | 14.47% | 22.43%-8.0pp | 57.82%-43.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,205 | $3,114+35.0% | $4,581-8.2% | $4,212-0.2% |
| Admin fee / account holder | $4,990 | $4,811+3.7% | $8,261-39.6% | $7,344-32.0% |