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 | $15,020 | $95,416-84.3% | $185,823-91.9% | $85,850-82.5% |
| Participation rate | 58.6% | 68.8%-10.1pp | 81.7%-23.1pp | 69.3%-10.7pp |
| Annual return | 13.00% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,107 | $3,423-67.7% | $5,568-80.1% | $3,952-72.0% |
| Admin fee / account holder | $5,888 | $7,213-18.4% | $16,237-63.7% | $6,260-5.9% |