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 | $74,986 | $86,929-13.7% | $102,423-26.8% | $80,856-7.3% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 13.27% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $304 | $2,369-87.2% | $3,023-90.0% | $2,755-89.0% |
| Participant deferral / active EE | $3,038 | $4,118-26.2% | $5,053-39.9% | $4,296-29.3% |
| Admin fee / account holder | $26,684 | $8,049+231.5% | $9,451+182.4% | $6,918+285.7% |