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 | $106,389 | $80,968+31.4% | $96,544+10.2% | $75,163+41.5% |
| Participation rate | 42.1% | 71.8%-29.7pp | 76.0%-33.9pp | 67.2%-25.1pp |
| Annual return | 13.15% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $367 | $2,282-83.9% | $2,965-87.6% | $2,670-86.2% |
| Participant deferral / active EE | $2,808 | $3,928-28.5% | $4,851-42.1% | $4,125-31.9% |
| Admin fee / account holder | $41,297 | $6,724+514.2% | $8,252+400.4% | $5,651+630.8% |