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 | $53,931 | $49,915+8.0% | $154,803-65.2% | $74,304-27.4% |
| Participation rate | 17.5% | 54.0%-36.5pp | 78.1%-60.6pp | 60.3%-42.9pp |
| Annual return | 14.89% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $997 | $2,255-55.8% | $5,540-82.0% | $3,767-73.5% |
| Admin fee / account holder | $3,371 | $2,189+54.0% | $14,329-76.5% | $2,969+13.5% |