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 4-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 | $5,507 | $51,175-89.2% | $70,515-92.2% | $75,163-92.7% |
| Participation rate | 41.1% | 60.9%-19.9pp | 68.3%-27.3pp | 67.2%-26.1pp |
| Annual return | 18.82% | 30.02%-11.2pp | 32.77%-14.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $230 | $1,826-87.4% | $2,973-92.3% | $2,670-91.4% |
| Participant deferral / active EE | $1,397 | $2,849-51.0% | $4,567-69.4% | $4,125-66.1% |
| Admin fee / account holder | $2,081 | $4,091-49.1% | $6,412-67.5% | $5,651-63.2% |