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 | $70,787 | $72,012-1.7% | $185,823-61.9% | $79,858-11.4% |
| Participation rate | 18.5% | 65.8%-47.2pp | 78.0%-59.5pp | 69.6%-51.1pp |
| Annual return | 18.37% | 23.12%-4.8pp | 35.95%-17.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,603 | $3,779-31.1% | $5,632-53.8% | $3,740-30.4% |
| Admin fee / account holder | $971 | $4,513-78.5% | $9,500-89.8% | $5,306-81.7% |