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 | $36,856 | $80,717-54.3% | $154,803-76.2% | $84,808-56.5% |
| Participation rate | 37.5% | 66.8%-29.3pp | 78.1%-40.6pp | 68.3%-30.8pp |
| Annual return | 13.39% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $59 | $2,761-97.9% | $4,305-98.6% | $2,631-97.8% |
| Participant deferral / active EE | $4,477 | $3,303+35.5% | $5,540-19.2% | $4,212+6.3% |
| Admin fee / account holder | $3,747 | $6,746-44.5% | $14,329-73.8% | $7,344-49.0% |