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 | $20,269 | $106,584-81.0% | $101,326-80.0% | $142,382-85.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 20.08% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $24 | $3,956-99.4% | $3,665-99.3% | $4,299-99.4% |
| Participant deferral / active EE | $10,357 | $8,297+24.8% | $7,994+29.6% | $6,507+59.2% |
| Admin fee / account holder | $5,281 | $11,446-53.9% | $11,185-52.8% | $12,624-58.2% |