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 8-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 | $42,349 | $70,475-39.9% | $100,516-57.9% | $79,858-47.0% |
| Participation rate | 68.0% | 73.7%-5.7pp | 79.4%-11.4pp | 69.6%-1.6pp |
| Annual return | 15.12% | 21.90%-6.8pp | 30.89%-15.8pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,306 | $5,181-16.9% | $6,270-31.3% | $3,740+15.1% |
| Admin fee / account holder | $4,757 | $4,478+6.2% | $8,081-41.1% | $5,306-10.3% |