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 9-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 | $40,566 | $49,915-18.7% | $154,803-73.8% | $74,304-45.4% |
| Participation rate | 25.6% | 54.0%-28.4pp | 78.1%-52.5pp | 60.3%-34.8pp |
| Annual return | 13.07% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $610 | $2,255-72.9% | $5,540-89.0% | $3,767-83.8% |
| Admin fee / account holder | $900 | $2,189-58.9% | $14,329-93.7% | $2,969-69.7% |