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 9-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 | $40,500 | $61,272-33.9% | $149,673-72.9% | $71,457-43.3% |
| Participation rate | 33.3% | 62.5%-29.2pp | 78.8%-45.4pp | 67.9%-34.6pp |
| Annual return | 22.73% | 35.85%-13.1pp | 134.42%-111.7pp | 28.85%-6.1pp |
| Employer contribution / active EE | $255 | $2,378-89.3% | $4,818-94.7% | $2,588-90.2% |
| Participant deferral / active EE | $1,780 | $2,917-39.0% | $5,680-68.7% | $4,289-58.5% |
| Admin fee / account holder | $7,205 | $1,261+471.2% | $13,210-45.5% | $1,587+353.9% |