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 | $12,731 | $45,035-71.7% | $62,995-79.8% | $70,131-81.8% |
| Participation rate | 41.8% | 69.5%-27.8pp | 74.8%-33.0pp | 69.5%-27.8pp |
| Annual return | 11.63% | 18.76%-7.1pp | 87.57%-75.9pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,655 | $2,465-32.9% | $3,329-50.3% | $3,332-50.3% |
| Admin fee / account holder | $550 | $2,834-80.6% | $3,600-84.7% | $4,645-88.2% |