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 | $32,553 | $127,065-74.4% | $113,168-71.2% | $142,382-77.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 11.50% | 24.03%-12.5pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $192 | $3,442-94.4% | $2,975-93.6% | $4,299-95.5% |
| Participant deferral / active EE | $6,666 | $5,716+16.6% | $5,107+30.5% | $6,507+2.4% |
| Admin fee / account holder | $2,576 | $15,736-83.6% | $12,068-78.7% | $12,624-79.6% |