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 | $91,567 | $96,484-5.1% | $156,263-41.4% | $74,304+23.2% |
| Participation rate | 37.5% | 67.7%-30.2pp | 78.9%-41.4pp | 60.3%-22.8pp |
| Annual return | 15.43% | 17.73%-2.3pp | 59.47%-44.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $487 | $2,528-80.7% | $4,333-88.8% | $2,241-78.3% |
| Participant deferral / active EE | $2,611 | $4,286-39.1% | $6,158-57.6% | $3,767-30.7% |
| Admin fee / account holder | $9,951 | $3,728+166.9% | $14,255-30.2% | $2,969+235.2% |