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 7-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 | $37,399 | $85,022-56.0% | $70,515-47.0% | $139,434-73.2% |
| Participation rate | 28.6% | 73.9%-45.3pp | 68.3%-39.8pp | 80.3%-51.7pp |
| Annual return | 16.70% | 30.38%-13.7pp | 32.77%-16.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $514 | $3,909-86.9% | $2,973-82.7% | $4,751-89.2% |
| Participant deferral / active EE | $1,348 | $5,890-77.1% | $4,567-70.5% | $6,710-79.9% |
| Admin fee / account holder | $4,365 | $8,906-51.0% | $6,412-31.9% | $11,403-61.7% |