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 | $30,787 | $84,233-63.5% | $170,442-81.9% | $70,131-56.1% |
| Participation rate | 51.7% | 70.8%-19.1pp | 83.6%-31.9pp | 69.5%-17.8pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,423 | $3,086-21.5% | $4,939-51.0% | $3,332-27.3% |
| Admin fee / account holder | $1,880 | $5,698-67.0% | $13,880-86.5% | $4,645-59.5% |