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 | $79,000 | $94,625-16.5% | $116,228-32.0% | $84,808-6.8% |
| Participation rate | 40.7% | 70.4%-29.7pp | 74.6%-33.8pp | 68.3%-27.6pp |
| Annual return | 15.32% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $584 | $2,347-75.1% | $2,994-80.5% | $2,631-77.8% |
| Participant deferral / active EE | $3,067 | $3,972-22.8% | $4,953-38.1% | $4,212-27.2% |
| Admin fee / account holder | $2,593 | $10,091-74.3% | $11,989-78.4% | $7,344-64.7% |