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 | $49,569 | $127,065-61.0% | $113,168-56.2% | $142,382-65.2% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 12.73% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $547 | $3,442-84.1% | $2,975-81.6% | $4,299-87.3% |
| Participant deferral / active EE | $1,944 | $5,716-66.0% | $5,107-61.9% | $6,507-70.1% |
| Admin fee / account holder | $548 | $15,736-96.5% | $12,068-95.5% | $12,624-95.7% |