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 | $41,161 | $89,753-54.1% | $107,525-61.7% | $84,808-51.5% |
| Participation rate | 20.5% | 68.1%-47.6pp | 75.1%-54.6pp | 68.3%-47.9pp |
| Annual return | 16.53% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $547 | $3,113-82.4% | $3,754-85.4% | $2,631-79.2% |
| Participant deferral / active EE | $2,049 | $4,056-49.5% | $5,116-60.0% | $4,212-51.4% |
| Admin fee / account holder | $8,070 | $7,222+11.7% | $8,919-9.5% | $7,344+9.9% |