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 | $23,875 | $77,634-69.2% | $156,549-84.7% | $62,891-62.0% |
| Participation rate | 48.3% | 71.2%-22.9pp | 84.0%-35.7pp | 69.3%-21.0pp |
| Annual return | 12.45% | 50.32%-37.9pp | 32.23%-19.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,502 | $3,045-17.8% | $4,871-48.6% | $3,203-21.9% |
| Admin fee / account holder | $469 | $5,561-91.6% | $13,027-96.4% | $4,296-89.1% |