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 | $25,732 | $48,230-46.6% | $67,502-61.9% | $80,856-68.2% |
| Participation rate | 28.0% | 66.4%-38.4pp | 72.9%-44.9pp | 67.6%-39.6pp |
| Annual return | 13.31% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,601 | $2,924-45.3% | $4,000-60.0% | $4,296-62.7% |
| Admin fee / account holder | $1,083 | $3,681-70.6% | $3,998-72.9% | $6,918-84.4% |