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 | $37,725 | $68,719-45.1% | $91,541-58.8% | $84,808-55.5% |
| Participation rate | 50.7% | 64.5%-13.8pp | 69.8%-19.0pp | 68.3%-17.6pp |
| Annual return | 14.68% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $365 | $1,920-81.0% | $2,505-85.4% | $2,631-86.1% |
| Participant deferral / active EE | $2,201 | $3,136-29.8% | $4,008-45.1% | $4,212-47.7% |
| Admin fee / account holder | $6,010 | $5,786+3.9% | $6,956-13.6% | $7,344-18.2% |