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 6-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 | $31,843 | $118,450-73.1% | $98,439-67.7% | $139,434-77.2% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 12.77% | 18.94%-6.2pp | 21.16%-8.4pp | 372.94%-360.2pp |
| Employer contribution / active EE | $685 | $3,609-81.0% | $3,048-77.5% | $4,751-85.6% |
| Participant deferral / active EE | $3,900 | $5,392-27.7% | $4,738-17.7% | $6,710-41.9% |
| Admin fee / account holder | $5,239 | $14,026-62.6% | $8,948-41.4% | $11,403-54.1% |