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 4-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 | $80,097 | $111,754-28.3% | $103,333-22.5% | $145,922-45.1% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 20.41% | 24.77%-4.4pp | 24.88%-4.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $386 | $4,212-90.8% | $3,868-90.0% | $4,660-91.7% |
| Participant deferral / active EE | $2,612 | $5,619-53.5% | $5,057-48.4% | $6,688-60.9% |
| Admin fee / account holder | $663 | $9,750-93.2% | $8,355-92.1% | $13,397-95.1% |