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 10-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 | $70,030 | $109,881-36.3% | $150,045-53.3% | $84,808-17.4% |
| Participation rate | 40.9% | 76.1%-35.2pp | 82.3%-41.4pp | 68.3%-27.4pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $88 | $3,561-97.5% | $4,693-98.1% | $2,631-96.7% |
| Participant deferral / active EE | $3,125 | $6,636-52.9% | $7,997-60.9% | $4,212-25.8% |
| Admin fee / account holder | $8,557 | $8,568-0.1% | $13,435-36.3% | $7,344+16.5% |