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 | $37,409 | $127,065-70.6% | $113,168-66.9% | $142,382-73.7% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 16.96% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $572 | $3,442-83.4% | $2,975-80.8% | $4,299-86.7% |
| Participant deferral / active EE | $3,888 | $5,716-32.0% | $5,107-23.9% | $6,507-40.3% |
| Admin fee / account holder | $1,527 | $15,736-90.3% | $12,068-87.3% | $12,624-87.9% |