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 9-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 | $58,040 | $80,717-28.1% | $154,803-62.5% | $84,808-31.6% |
| Participation rate | 60.9% | 66.8%-5.9pp | 78.1%-17.1pp | 68.3%-7.4pp |
| Annual return | 19.17% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,389 | $3,303+63.2% | $5,540-2.7% | $4,212+28.0% |
| Admin fee / account holder | $999 | $6,746-85.2% | $14,329-93.0% | $7,344-86.4% |