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 9-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 | $20,184 | $64,324-68.6% | $118,925-83.0% | $79,858-74.7% |
| Participation rate | 66.7% | 64.9%+1.8pp | 75.4%-8.7pp | 69.6%-3.0pp |
| Annual return | 27.40% | 86.45%-59.0pp | 35.88%-8.5pp | 31.71%-4.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,899 | $2,824+108.9% | $4,265+38.3% | $3,740+57.7% |
| Admin fee / account holder | $2,736 | $4,040-32.3% | $6,581-58.4% | $5,306-48.4% |