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 | $36,514 | $49,915-26.8% | $154,803-76.4% | $74,304-50.9% |
| Participation rate | 13.4% | 54.0%-40.5pp | 78.1%-64.6pp | 60.3%-46.9pp |
| Annual return | 18.78% | 34.06%-15.3pp | 58.88%-40.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $193 | $1,611-88.1% | $4,305-95.5% | $2,241-91.4% |
| Participant deferral / active EE | $761 | $2,255-66.3% | $5,540-86.3% | $3,767-79.8% |
| Admin fee / account holder | $7,858 | $2,189+259.0% | $14,329-45.2% | $2,969+164.7% |