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 5-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 | $58,907 | $133,922-56.0% | $116,228-49.3% | $142,382-58.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 15.03% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $245 | $3,446-92.9% | $2,994-91.8% | $4,299-94.3% |
| Participant deferral / active EE | $1,809 | $5,672-68.1% | $4,953-63.5% | $6,507-72.2% |
| Admin fee / account holder | $2,615 | $14,945-82.5% | $11,989-78.2% | $12,624-79.3% |