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 | $68,488 | $99,877-31.4% | $84,966-19.4% | $145,922-53.1% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 16.21% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $376 | $3,231-88.4% | $2,727-86.2% | $4,660-91.9% |
| Participant deferral / active EE | $1,505 | $5,291-71.6% | $4,519-66.7% | $6,688-77.5% |
| Admin fee / account holder | $534 | $7,248-92.6% | $6,149-91.3% | $13,397-96.0% |