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 9-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 | $28,834 | $149,734-80.7% | $118,925-75.8% | $158,922-81.9% |
| Participation rate | 38.5% | 82.1%-43.6pp | 75.4%-36.9pp | 82.0%-43.5pp |
| Annual return | 18.87% | 19.95%-1.1pp | 35.88%-17.0pp | 302.83%-284.0pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,264 | $5,223+58.2% | $4,265+93.8% | $5,982+38.1% |
| Admin fee / account holder | $8,261 | $8,603-4.0% | $6,581+25.5% | $11,246-26.5% |