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 | $34,447 | $69,477-50.4% | $94,646-63.6% | $71,457-51.8% |
| Participation rate | 28.8% | 78.4%-49.6pp | 80.8%-52.0pp | 67.9%-39.1pp |
| Annual return | 24.18% | 29.66%-5.5pp | 156.71%-132.5pp | 28.85%-4.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,021 | $7,345-45.3% | $7,418-45.8% | $4,289-6.3% |
| Admin fee / account holder | $5,039 | $1,210+316.6% | $7,231-30.3% | $1,587+217.5% |