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 | $36,421 | $103,376-64.8% | $87,100-58.2% | $152,861-76.2% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.9%-15.0pp | 82.4%-20.5pp |
| Annual return | 26.08% | 28.10%-2.0pp | 28.19%-2.1pp | 345.32%-319.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,786 | $4,778-62.6% | $4,049-55.9% | $5,850-69.5% |
| Admin fee / account holder | $663 | $12,205-94.6% | $7,497-91.2% | $11,596-94.3% |