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 | $41,674 | $53,516-22.1% | $126,539-67.1% | $84,808-50.9% |
| Participation rate | 29.0% | 58.2%-29.2pp | 69.8%-40.8pp | 68.3%-39.3pp |
| Annual return | 15.19% | 58.34%-43.1pp | 425.95%-410.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $104 | $1,535-93.2% | $3,674-97.2% | $2,631-96.1% |
| Participant deferral / active EE | $1,249 | $2,671-53.2% | $4,083-69.4% | $4,212-70.4% |
| Admin fee / account holder | $461 | $4,497-89.7% | $6,065-92.4% | $7,344-93.7% |