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 10-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 | $58,593 | $78,926-25.8% | $136,749-57.2% | $84,808-30.9% |
| Participation rate | 17.9% | 62.2%-44.3pp | 72.1%-54.2pp | 68.3%-50.4pp |
| Annual return | 16.32% | 18.17%-1.9pp | 24.33%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,751 | $3,168-44.7% | $4,692-62.7% | $4,212-58.4% |
| Admin fee / account holder | $4,770 | $6,369-25.1% | $11,386-58.1% | $7,344-35.0% |