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 3-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 | $42,079 | $73,933-43.1% | $96,683-56.5% | $75,163-44.0% |
| Participation rate | 56.3% | 66.4%-10.2pp | 74.3%-18.1pp | 67.2%-10.9pp |
| Annual return | 14.38% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $579 | $2,928-80.2% | $3,737-84.5% | $2,670-78.3% |
| Participant deferral / active EE | $1,941 | $3,659-46.9% | $4,878-60.2% | $4,125-52.9% |
| Admin fee / account holder | $14,306 | $5,216+174.3% | $6,730+112.6% | $5,651+153.2% |