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 | $75,238 | $109,881-31.5% | $150,045-49.9% | $84,808-11.3% |
| Participation rate | 68.4% | 76.1%-7.7pp | 82.3%-13.9pp | 68.3%+0.1pp |
| Annual return | 99.36% | 28.25%+71.1pp | 62.55%+36.8pp | 40.90%+58.5pp |
| Employer contribution / active EE | $669 | $3,561-81.2% | $4,693-85.7% | $2,631-74.6% |
| Participant deferral / active EE | $8,861 | $6,636+33.5% | $7,997+10.8% | $4,212+110.4% |
| Admin fee / account holder | $1,430 | $8,568-83.3% | $13,435-89.4% | $7,344-80.5% |