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 6-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 | $29,336 | $89,753-67.3% | $107,525-72.7% | $84,808-65.4% |
| Participation rate | 32.9% | 68.1%-35.2pp | 75.1%-42.2pp | 68.3%-35.4pp |
| Annual return | 16.68% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $546 | $3,113-82.5% | $3,754-85.5% | $2,631-79.2% |
| Participant deferral / active EE | $1,730 | $4,056-57.3% | $5,116-66.2% | $4,212-58.9% |
| Admin fee / account holder | $1,112 | $7,222-84.6% | $8,919-87.5% | $7,344-84.9% |