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 | $55,002 | $84,556-35.0% | $116,228-52.7% | $74,304-26.0% |
| Participation rate | 42.3% | 66.0%-23.7pp | 74.6%-32.2pp | 60.3%-18.0pp |
| Annual return | 15.52% | 18.35%-2.8pp | 90.06%-74.5pp | 29.43%-13.9pp |
| Employer contribution / active EE | $476 | $2,168-78.1% | $2,994-84.1% | $2,241-78.8% |
| Participant deferral / active EE | $1,742 | $3,814-54.3% | $4,953-64.8% | $3,767-53.8% |
| Admin fee / account holder | $5,291 | $3,792+39.5% | $11,989-55.9% | $2,969+78.2% |