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 9-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 | $112,934 | $154,117-26.7% | $129,995-13.1% | $139,434-19.0% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.5%-49.9pp | 80.3%-51.7pp |
| Annual return | 13.80% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,679 | $6,710-60.1% | $5,820-54.0% | $6,710-60.1% |
| Admin fee / account holder | $1,337 | $14,007-90.5% | $10,614-87.4% | $11,403-88.3% |