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 | $16,829 | $64,480-73.9% | $81,382-79.3% | $80,856-79.2% |
| Participation rate | 56.6% | 63.9%-7.3pp | 69.5%-12.9pp | 67.6%-11.0pp |
| Annual return | 15.61% | 16.34%-0.7pp | 24.73%-9.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,826 | $3,094-41.0% | $3,883-53.0% | $4,296-57.5% |
| Admin fee / account holder | $1,563 | $5,671-72.4% | $5,768-72.9% | $6,918-77.4% |