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 | $32,602 | $65,365-50.1% | $92,893-64.9% | $72,985-55.3% |
| Participation rate | 43.5% | 68.3%-24.8pp | 76.0%-32.5pp | 69.5%-26.0pp |
| Annual return | 21.60% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $209 | $2,594-92.0% | $3,653-94.3% | $2,440-91.5% |
| Participant deferral / active EE | $1,826 | $3,128-41.6% | $4,236-56.9% | $3,607-49.4% |
| Admin fee / account holder | $1,294 | $4,251-69.6% | $5,794-77.7% | $5,124-74.8% |