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 | $70,486 | $76,670-8.1% | $96,683-27.1% | $71,457-1.4% |
| Participation rate | 43.0% | 66.6%-23.6pp | 74.3%-31.4pp | 67.9%-24.9pp |
| Annual return | 15.05% | 48.29%-33.2pp | 35.69%-20.6pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,884 | $3,771-23.5% | $4,878-40.9% | $4,289-32.8% |
| Admin fee / account holder | $2,999 | $2,028+47.9% | $6,730-55.4% | $1,587+89.0% |