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 10-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 | $25,461 | $215,361-88.2% | $171,082-85.1% | $273,961-90.7% |
| Participation rate | 61.5% | 82.0%-20.5pp | 76.7%-15.2pp | 83.0%-21.5pp |
| Annual return | 9.98% | 25.14%-15.2pp | 32.56%-22.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $885 | $5,543-84.0% | $4,797-81.6% | $5,287-83.3% |
| Admin fee / account holder | $3,148 | $10,846-71.0% | $8,520-63.0% | $10,132-68.9% |