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 6-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 | $48,784 | $95,803-49.1% | $113,168-56.9% | $84,808-42.5% |
| Participation rate | 28.2% | 72.9%-44.7pp | 76.6%-48.4pp | 68.3%-40.1pp |
| Annual return | 15.84% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $625 | $2,360-73.5% | $2,975-79.0% | $2,631-76.3% |
| Participant deferral / active EE | $2,134 | $4,242-49.7% | $5,107-58.2% | $4,212-49.3% |
| Admin fee / account holder | $1,518 | $8,989-83.1% | $12,068-87.4% | $7,344-79.3% |