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 | $24,585 | $81,248-69.7% | $155,509-84.2% | $80,856-69.6% |
| Participation rate | 39.6% | 66.2%-26.6pp | 78.2%-38.6pp | 67.6%-28.0pp |
| Annual return | 12.62% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $367 | $3,100-88.2% | $4,672-92.1% | $2,755-86.7% |
| Participant deferral / active EE | $996 | $3,452-71.1% | $5,626-82.3% | $4,296-76.8% |
| Admin fee / account holder | $4,522 | $7,997-43.5% | $15,912-71.6% | $6,918-34.6% |