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 3-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 | $72,683 | $86,929-16.4% | $102,423-29.0% | $80,856-10.1% |
| Participation rate | 37.9% | 72.4%-34.5pp | 76.5%-38.6pp | 67.6%-29.8pp |
| Annual return | 11.14% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,334 | $4,118-19.0% | $5,053-34.0% | $4,296-22.4% |
| Admin fee / account holder | $1,860 | $8,049-76.9% | $9,451-80.3% | $6,918-73.1% |