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 | $49,764 | $48,230+3.2% | $67,502-26.3% | $80,856-38.5% |
| Participation rate | 41.3% | 66.4%-25.0pp | 72.9%-31.5pp | 67.6%-26.3pp |
| Annual return | 15.43% | 18.28%-2.8pp | 3512.12%-3496.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $232 | $2,020-88.5% | $2,731-91.5% | $2,755-91.6% |
| Participant deferral / active EE | $3,041 | $2,924+4.0% | $4,000-24.0% | $4,296-29.2% |
| Admin fee / account holder | $3,003 | $3,681-18.4% | $3,998-24.9% | $6,918-56.6% |