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 | $30,591 | $109,881-72.2% | $150,045-79.6% | $84,808-63.9% |
| Participation rate | 53.8% | 76.1%-22.2pp | 82.3%-28.5pp | 68.3%-14.5pp |
| Annual return | 24.11% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $15 | $3,561-99.6% | $4,693-99.7% | $2,631-99.4% |
| Participant deferral / active EE | $6,018 | $6,636-9.3% | $7,997-24.7% | $4,212+42.9% |
| Admin fee / account holder | $4,837 | $8,568-43.5% | $13,435-64.0% | $7,344-34.1% |