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 8-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 | $35,592 | $48,795-27.1% | $65,493-45.7% | $84,808-58.0% |
| Participation rate | 26.5% | 67.0%-40.4pp | 73.1%-46.6pp | 68.3%-41.8pp |
| Annual return | 24.33% | 20.20%+4.1pp | 982.45%-958.1pp | 40.90%-16.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,658 | $2,928-43.4% | $3,961-58.1% | $4,212-60.6% |
| Admin fee / account holder | $1,593 | $3,877-58.9% | $5,028-68.3% | $7,344-78.3% |