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 8-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 | $42,630 | $89,753-52.5% | $107,525-60.4% | $84,808-49.7% |
| Participation rate | 26.9% | 68.1%-41.1pp | 75.1%-48.2pp | 68.3%-41.4pp |
| Annual return | 14.25% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $450 | $3,113-85.6% | $3,754-88.0% | $2,631-82.9% |
| Participant deferral / active EE | $2,633 | $4,056-35.1% | $5,116-48.5% | $4,212-37.5% |
| Admin fee / account holder | $4,690 | $7,222-35.1% | $8,919-47.4% | $7,344-36.1% |