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 | $42,271 | $72,492-41.7% | $87,100-51.5% | $72,985-42.1% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-12.9pp | 69.5%-5.6pp |
| Annual return | 24.19% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,094 | $3,270-35.9% | $4,049-48.3% | $3,607-41.9% |
| Admin fee / account holder | $1,690 | $5,055-66.6% | $7,497-77.5% | $5,124-67.0% |