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 | $23,584 | $74,927-68.5% | $101,794-76.8% | $84,808-72.2% |
| Participation rate | 41.5% | 61.4%-19.9pp | 69.2%-27.7pp | 68.3%-26.8pp |
| Annual return | 18.01% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $304 | $1,522-80.0% | $2,289-86.7% | $2,631-88.5% |
| Participant deferral / active EE | $1,820 | $3,099-41.3% | $4,084-55.4% | $4,212-56.8% |
| Admin fee / account holder | $2,659 | $6,514-59.2% | $8,777-69.7% | $7,344-63.8% |