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 | $43,074 | $87,013-50.5% | $106,213-59.4% | $80,856-46.7% |
| Participation rate | 64.8% | 70.4%-5.6pp | 75.3%-10.5pp | 67.6%-2.8pp |
| Annual return | 14.72% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $358 | $2,395-85.0% | $3,171-88.7% | $2,755-87.0% |
| Participant deferral / active EE | $1,949 | $3,986-51.1% | $5,016-61.1% | $4,296-54.6% |
| Admin fee / account holder | $4,672 | $8,431-44.6% | $11,033-57.7% | $6,918-32.5% |