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 | $34,525 | $54,705-36.9% | $71,209-51.5% | $84,808-59.3% |
| Participation rate | 3.7% | 64.1%-60.4pp | 73.8%-70.0pp | 68.3%-64.6pp |
| Annual return | 14.15% | 35.90%-21.7pp | 282.51%-268.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,163 | $3,030-28.6% | $4,175-48.2% | $4,212-48.7% |
| Admin fee / account holder | $69,208 | $4,863+1323.0% | $5,349+1193.9% | $7,344+842.4% |