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 | $18,610 | $58,208-68.0% | $81,812-77.3% | $80,856-77.0% |
| Participation rate | 48.4% | 63.4%-15.0pp | 72.3%-24.0pp | 67.6%-19.3pp |
| Annual return | 11.40% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $145 | $2,340-93.8% | $2,912-95.0% | $2,755-94.7% |
| Participant deferral / active EE | $4,055 | $3,281+23.6% | $4,319-6.1% | $4,296-5.6% |
| Admin fee / account holder | $1,080 | $4,981-78.3% | $7,386-85.4% | $6,918-84.4% |