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 | $108,734 | $94,625+14.9% | $116,228-6.4% | $84,808+28.2% |
| Participation rate | 47.1% | 70.4%-23.4pp | 74.6%-27.5pp | 68.3%-21.3pp |
| Annual return | 15.97% | 20.40%-4.4pp | 90.06%-74.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $474 | $2,347-79.8% | $2,994-84.2% | $2,631-82.0% |
| Participant deferral / active EE | $3,075 | $3,972-22.6% | $4,953-37.9% | $4,212-27.0% |
| Admin fee / account holder | $2,379 | $10,091-76.4% | $11,989-80.2% | $7,344-67.6% |