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 4-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 | $13,494 | $68,719-80.4% | $91,541-85.3% | $84,808-84.1% |
| Participation rate | 27.8% | 64.5%-36.7pp | 69.8%-42.0pp | 68.3%-40.5pp |
| Annual return | 16.97% | 19.12%-2.2pp | 20.50%-3.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,944 | $3,136-38.0% | $4,008-51.5% | $4,212-53.8% |
| Admin fee / account holder | $934 | $5,786-83.9% | $6,956-86.6% | $7,344-87.3% |