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 5-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 | $42,516 | $62,573-32.1% | $85,682-50.4% | $85,850-50.5% |
| Participation rate | 35.2% | 61.1%-25.9pp | 69.9%-34.6pp | 69.3%-34.1pp |
| Annual return | 13.44% | 23.77%-10.3pp | 21.49%-8.0pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,020 | $2,802-27.9% | $3,923-48.5% | $3,952-48.9% |
| Admin fee / account holder | $32,317 | $4,640+596.5% | $6,873+370.2% | $6,260+416.3% |