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 | $53,019 | $77,634-31.7% | $156,549-66.1% | $62,891-15.7% |
| Participation rate | 58.1% | 71.2%-13.1pp | 84.0%-25.9pp | 69.3%-11.2pp |
| Annual return | 7.18% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $289 | $3,444-91.6% | $5,501-94.7% | $2,281-87.3% |
| Participant deferral / active EE | $1,675 | $3,045-45.0% | $4,871-65.6% | $3,203-47.7% |
| Admin fee / account holder | $6,544 | $5,561+17.7% | $13,027-49.8% | $4,296+52.3% |