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 | $67,227 | $99,877-32.7% | $84,966-20.9% | $145,922-53.9% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.8pp | 80.3%-53.6pp |
| Annual return | 15.26% | 83.76%-68.5pp | 66.38%-51.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $307 | $3,231-90.5% | $2,727-88.8% | $4,660-93.4% |
| Participant deferral / active EE | $1,430 | $5,291-73.0% | $4,519-68.4% | $6,688-78.6% |
| Admin fee / account holder | $1,201 | $7,248-83.4% | $6,149-80.5% | $13,397-91.0% |