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 | $67,120 | $71,050-5.5% | $93,606-28.3% | $80,856-17.0% |
| Participation rate | 29.0% | 60.4%-31.4pp | 68.7%-39.7pp | 67.6%-38.6pp |
| Annual return | 10.51% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $278 | $1,564-82.2% | $2,420-88.5% | $2,755-89.9% |
| Participant deferral / active EE | $1,760 | $4,034-56.4% | $4,411-60.1% | $4,296-59.0% |
| Admin fee / account holder | $2,348 | $6,945-66.2% | $8,285-71.7% | $6,918-66.1% |