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 10-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 | $26,684 | $73,933-63.9% | $96,683-72.4% | $75,163-64.5% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 14.78% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,086 | $3,659-43.0% | $4,878-57.2% | $4,125-49.4% |
| Admin fee / account holder | $1,490 | $5,216-71.4% | $6,730-77.9% | $5,651-73.6% |