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 | $38,209 | $136,307-72.0% | $106,619-64.2% | $273,961-86.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 78.0%-38.0pp | 83.0%-43.0pp |
| Annual return | 5.99% | 11.05%-5.1pp | 9.42%-3.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,218 | $4,969-55.4% | $3,930-43.6% | $5,287-58.0% |
| Admin fee / account holder | $1,705 | $8,625-80.2% | $6,418-73.4% | $10,132-83.2% |