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 6-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 | $27,444 | $71,050-61.4% | $93,606-70.7% | $80,856-66.1% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.8pp | 67.6%-35.7pp |
| Annual return | 18.90% | 11.26%+7.6pp | 133.20%-114.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,277 | $4,034-68.3% | $4,411-71.0% | $4,296-70.3% |
| Admin fee / account holder | $371 | $6,945-94.7% | $8,285-95.5% | $6,918-94.6% |