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 | $34,956 | $133,922-73.9% | $116,228-69.9% | $142,382-75.4% |
| Participation rate | 31.3% | 77.9%-46.6pp | 74.6%-43.3pp | 80.1%-48.9pp |
| Annual return | 19.09% | 147.76%-128.7pp | 90.06%-71.0pp | 217.08%-198.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,855 | $5,672-14.4% | $4,953-2.0% | $6,507-25.4% |
| Admin fee / account holder | $9,123 | $14,945-39.0% | $11,989-23.9% | $12,624-27.7% |