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 7-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 | $23,610 | $51,175-53.9% | $70,515-66.5% | $75,163-68.6% |
| Participation rate | 53.2% | 60.9%-7.7pp | 68.3%-15.1pp | 67.2%-13.9pp |
| Annual return | 21.81% | 30.02%-8.2pp | 32.77%-11.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $254 | $1,826-86.1% | $2,973-91.4% | $2,670-90.5% |
| Participant deferral / active EE | $1,965 | $2,849-31.0% | $4,567-57.0% | $4,125-52.4% |
| Admin fee / account holder | $3,427 | $4,091-16.2% | $6,412-46.6% | $5,651-39.4% |