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 5-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 | $33,436 | $177,572-81.2% | $154,803-78.4% | $142,382-76.5% |
| Participation rate | 29.4% | 82.1%-52.6pp | 78.1%-48.7pp | 80.1%-50.7pp |
| Annual return | 12.72% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $510 | $4,810-89.4% | $4,305-88.2% | $4,299-88.1% |
| Participant deferral / active EE | $2,045 | $6,272-67.4% | $5,540-63.1% | $6,507-68.6% |
| Admin fee / account holder | $9,473 | $16,786-43.6% | $14,329-33.9% | $12,624-25.0% |