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 3-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 | $32,981 | $214,378-84.6% | $200,582-83.6% | $142,382-76.8% |
| Participation rate | 43.8% | 87.4%-43.7pp | 86.9%-43.1pp | 80.1%-36.4pp |
| Annual return | 24.05% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,157 | $6,841-83.1% | $6,419-82.0% | $4,299-73.1% |
| Participant deferral / active EE | $4,650 | $9,865-52.9% | $9,331-50.2% | $6,507-28.5% |
| Admin fee / account holder | $490 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |