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 9-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 | $47,533 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.3%-60.1pp | 80.1%-57.9pp |
| Annual return | 18.78% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $306 | $4,961-93.8% | $4,693-93.5% | $4,299-92.9% |
| Participant deferral / active EE | $3,466 | $8,310-58.3% | $7,997-56.7% | $6,507-46.7% |
| Admin fee / account holder | $2,825 | $14,846-81.0% | $13,435-79.0% | $12,624-77.6% |