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 | $70,676 | $95,266-25.8% | $82,389-14.2% | $142,382-50.4% |
| Participation rate | 52.9% | 74.5%-21.5pp | 69.5%-16.6pp | 80.1%-27.2pp |
| Annual return | 16.00% | 25.74%-9.7pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $227 | $2,991-92.4% | $2,517-91.0% | $4,299-94.7% |
| Participant deferral / active EE | $3,044 | $4,809-36.7% | $4,155-26.7% | $6,507-53.2% |
| Admin fee / account holder | $1,954 | $8,563-77.2% | $7,231-73.0% | $12,624-84.5% |