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 | $38,808 | $127,777-69.6% | $106,548-63.6% | $167,490-76.8% |
| Participation rate | 64.7% | 78.3%-13.6pp | 76.1%-11.4pp | 82.1%-17.4pp |
| Annual return | 14.08% | 33.87%-19.8pp | 26.80%-12.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,398 | $5,087-72.5% | $4,398-68.2% | $6,341-78.0% |
| Admin fee / account holder | $365 | $11,228-96.8% | $7,407-95.1% | $12,309-97.0% |