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 | $63,150 | $77,634-18.7% | $156,549-59.7% | $62,891+0.4% |
| Participation rate | 39.7% | 71.2%-31.5pp | 84.0%-44.3pp | 69.3%-29.6pp |
| Annual return | 6.52% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,183 | $3,045-61.1% | $4,871-75.7% | $3,203-63.1% |
| Admin fee / account holder | $1,035 | $5,561-81.4% | $13,027-92.1% | $4,296-75.9% |