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 | $60,769 | $65,041-6.6% | $90,951-33.2% | $79,858-23.9% |
| Participation rate | 13.2% | 61.6%-48.4pp | 69.0%-55.9pp | 69.6%-56.5pp |
| Annual return | 23.18% | 30.45%-7.3pp | 134.60%-111.4pp | 31.71%-8.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,041 | $2,512-18.7% | $3,373-39.5% | $3,740-45.4% |
| Admin fee / account holder | $1,049 | $4,536-76.9% | $5,959-82.4% | $5,306-80.2% |