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 | $29,830 | $44,960-33.7% | $84,966-64.9% | $74,495-60.0% |
| Participation rate | 22.6% | 49.4%-26.8pp | 67.5%-44.9pp | 67.2%-44.6pp |
| Annual return | 14.00% | 26.24%-12.2pp | 66.38%-52.4pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $110 | $1,457-92.5% | $2,727-96.0% | $2,623-95.8% |
| Participant deferral / active EE | $1,963 | $2,731-28.1% | $4,519-56.6% | $4,346-54.8% |
| Admin fee / account holder | $5,999 | $2,209+171.6% | $6,149-2.4% | $1,942+209.0% |