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 3-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 | $11,313 | $49,915-77.3% | $154,803-92.7% | $74,304-84.8% |
| Participation rate | 35.5% | 54.0%-18.5pp | 78.1%-42.6pp | 60.3%-24.9pp |
| Annual return | 18.55% | 34.06%-15.5pp | 58.88%-40.3pp | 29.43%-10.9pp |
| Employer contribution / active EE | $212 | $1,611-86.9% | $4,305-95.1% | $2,241-90.6% |
| Participant deferral / active EE | $1,471 | $2,255-34.8% | $5,540-73.5% | $3,767-61.0% |
| Admin fee / account holder | $2,275 | $2,189+3.9% | $14,329-84.1% | $2,969-23.4% |