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 7-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 | $22,114 | $64,480-65.7% | $81,382-72.8% | $80,856-72.7% |
| Participation rate | 51.2% | 63.9%-12.7pp | 69.5%-18.3pp | 67.6%-16.5pp |
| Annual return | 11.16% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,639 | $3,094-14.7% | $3,883-32.0% | $4,296-38.6% |
| Admin fee / account holder | $2,317 | $5,671-59.1% | $5,768-59.8% | $6,918-66.5% |