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 | $32,164 | $53,053-39.4% | $126,539-74.6% | $74,304-56.7% |
| Participation rate | 25.9% | 48.0%-22.1pp | 69.8%-43.9pp | 60.3%-34.4pp |
| Annual return | 17.05% | 29.46%-12.4pp | 425.95%-408.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $241 | $1,168-79.3% | $3,674-93.4% | $2,241-89.2% |
| Participant deferral / active EE | $1,436 | $2,303-37.6% | $4,083-64.8% | $3,767-61.9% |
| Admin fee / account holder | $5,512 | $3,698+49.1% | $6,065-9.1% | $2,969+85.7% |