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 | $44,473 | $127,065-65.0% | $113,168-60.7% | $142,382-68.8% |
| Participation rate | 38.5% | 79.2%-40.7pp | 76.6%-38.1pp | 80.1%-41.7pp |
| Annual return | 17.87% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,968 | $5,716-30.6% | $5,107-22.3% | $6,507-39.0% |
| Admin fee / account holder | $420 | $15,736-97.3% | $12,068-96.5% | $12,624-96.7% |