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 4-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 | $19,903 | $117,983-83.1% | $101,794-80.4% | $142,382-86.0% |
| Participation rate | 21.1% | 74.2%-53.2pp | 69.2%-48.1pp | 80.1%-59.1pp |
| Annual return | 19.50% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $376 | $2,773-86.5% | $2,289-83.6% | $4,299-91.3% |
| Participant deferral / active EE | $1,469 | $4,714-68.8% | $4,084-64.0% | $6,507-77.4% |
| Admin fee / account holder | $351 | $10,433-96.6% | $8,777-96.0% | $12,624-97.2% |