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 7-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 | $47,796 | $111,754-57.2% | $103,333-53.7% | $145,922-67.2% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.4pp |
| Annual return | 9.52% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $840 | $4,212-80.1% | $3,868-78.3% | $4,660-82.0% |
| Participant deferral / active EE | $3,719 | $5,619-33.8% | $5,057-26.5% | $6,688-44.4% |
| Admin fee / account holder | $21,429 | $9,750+119.8% | $8,355+156.5% | $13,397+60.0% |