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 5-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 | $37,587 | $133,922-71.9% | $116,228-67.7% | $142,382-73.6% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.6%-44.6pp | 80.1%-50.1pp |
| Annual return | 16.23% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,063 | $5,672-46.0% | $4,953-38.2% | $6,507-52.9% |
| Admin fee / account holder | $1,771 | $14,945-88.1% | $11,989-85.2% | $12,624-86.0% |