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 7-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 | $35,733 | $48,795-26.8% | $65,493-45.4% | $84,808-57.9% |
| Participation rate | 37.1% | 67.0%-29.8pp | 73.1%-36.0pp | 68.3%-31.2pp |
| Annual return | 20.73% | 20.20%+0.5pp | 982.45%-961.7pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,589 | $2,928-11.6% | $3,961-34.6% | $4,212-38.5% |
| Admin fee / account holder | $3,046 | $3,877-21.4% | $5,028-39.4% | $7,344-58.5% |