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 5-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 | $35,680 | $103,966-65.7% | $112,887-68.4% | $75,163-52.5% |
| Participation rate | 67.6% | 75.7%-8.1pp | 80.5%-12.9pp | 67.2%+0.4pp |
| Annual return | 18.08% | 24.54%-6.5pp | 34.10%-16.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $964 | $3,870-75.1% | $4,563-78.9% | $2,670-63.9% |
| Participant deferral / active EE | $7,596 | $5,456+39.2% | $6,513+16.6% | $4,125+84.1% |
| Admin fee / account holder | $9,404 | $7,663+22.7% | $7,047+33.4% | $5,651+66.4% |