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 | $34,829 | $59,186-41.2% | $76,768-54.6% | $56,287-38.1% |
| Participation rate | 35.8% | 75.2%-39.5pp | 77.0%-41.2pp | 69.9%-34.1pp |
| Annual return | 24.91% | 6.62%+18.3pp | 2.43%+22.5pp | -9.96%+34.9pp |
| Employer contribution / active EE | $411 | $1,759-76.6% | $2,485-83.4% | $2,111-80.5% |
| Participant deferral / active EE | $1,996 | $3,255-38.7% | $3,852-48.2% | $3,350-40.4% |
| Admin fee / account holder | $3,445 | $489+604.4% | $6,675-48.4% | $521+561.3% |