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 | $56,772 | $127,264-55.4% | $109,895-48.3% | $167,490-66.1% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.2%-18.0pp | 82.1%-25.9pp |
| Annual return | 8.77% | 22.97%-14.2pp | 29.45%-20.7pp | 478.56%-469.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,167 | $4,514-74.1% | $4,048-71.2% | $6,341-81.6% |
| Admin fee / account holder | $411 | $7,114-94.2% | $6,066-93.2% | $12,309-96.7% |