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 7-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 | $20,137 | $111,754-82.0% | $103,333-80.5% | $145,922-86.2% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 13.30% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $607 | $4,212-85.6% | $3,868-84.3% | $4,660-87.0% |
| Participant deferral / active EE | $1,604 | $5,619-71.5% | $5,057-68.3% | $6,688-76.0% |
| Admin fee / account holder | $1,187 | $9,750-87.8% | $8,355-85.8% | $13,397-91.1% |