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 | $87,721 | $109,413-19.8% | $156,263-43.9% | $84,808+3.4% |
| Participation rate | 60.8% | 72.7%-11.9pp | 78.9%-18.1pp | 68.3%-7.5pp |
| Annual return | 13.98% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $658 | $2,907-77.4% | $4,333-84.8% | $2,631-75.0% |
| Participant deferral / active EE | $2,256 | $4,590-50.9% | $6,158-63.4% | $4,212-46.4% |
| Admin fee / account holder | $5,109 | $9,357-45.4% | $14,255-64.2% | $7,344-30.4% |