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 | $41,999 | $159,602-73.7% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.3%-40.2pp | 80.1%-38.0pp |
| Annual return | 17.50% | 70.24%-52.7pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,350 | $8,310-59.7% | $7,997-58.1% | $6,507-48.5% |
| Admin fee / account holder | $12,683 | $14,846-14.6% | $13,435-5.6% | $12,624+0.5% |