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 | $48,760 | $49,915-2.3% | $154,803-68.5% | $74,304-34.4% |
| Participation rate | 49.5% | 54.0%-4.4pp | 78.1%-28.5pp | 60.3%-10.8pp |
| Annual return | 18.64% | 34.06%-15.4pp | 58.88%-40.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,630 | $2,255+105.4% | $5,540-16.4% | $3,767+22.9% |
| Admin fee / account holder | $2,428 | $2,189+10.9% | $14,329-83.1% | $2,969-18.2% |