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 | $39,184 | $77,503-49.4% | $100,391-61.0% | $80,856-51.5% |
| Participation rate | 53.2% | 76.9%-23.7pp | 81.5%-28.3pp | 67.6%-14.4pp |
| Annual return | 24.07% | 37.20%-13.1pp | 49.20%-25.1pp | 35.59%-11.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,719 | $6,820-1.5% | $8,082-16.9% | $4,296+56.4% |
| Admin fee / account holder | $8,010 | $5,897+35.8% | $7,899+1.4% | $6,918+15.8% |