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 6-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 | $37,891 | $56,423-32.8% | $77,163-50.9% | $71,457-47.0% |
| Participation rate | 28.4% | 64.3%-35.9pp | 69.6%-41.2pp | 67.9%-39.5pp |
| Annual return | 33.34% | 19.05%+14.3pp | 37.87%-4.5pp | 28.85%+4.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,451 | $3,142-53.8% | $3,833-62.1% | $4,289-66.2% |
| Admin fee / account holder | $1,464 | $1,429+2.5% | $5,472-73.2% | $1,587-7.7% |