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 | $35,917 | $68,547-47.6% | $120,354-70.2% | $80,856-55.6% |
| Participation rate | 56.7% | 61.6%-4.9pp | 71.9%-15.2pp | 67.6%-11.0pp |
| Annual return | 121.40% | 23.60%+97.8pp | 107.15%+14.3pp | 35.59%+85.8pp |
| Employer contribution / active EE | $508 | $2,051-75.2% | $3,463-85.3% | $2,755-81.6% |
| Participant deferral / active EE | $4,447 | $3,173+40.1% | $4,991-10.9% | $4,296+3.5% |
| Admin fee / account holder | $523 | $5,732-90.9% | $9,423-94.5% | $6,918-92.4% |