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 | $25,898 | $61,214-57.7% | $83,333-68.9% | $56,287-54.0% |
| Participation rate | 48.6% | 72.6%-24.0pp | 77.8%-29.1pp | 69.9%-21.2pp |
| Annual return | 103.94% | 0.42%+103.5pp | 10.63%+93.3pp | -9.96%+113.9pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,976 | $5,091+17.4% | $5,565+7.4% | $3,350+78.4% |
| Admin fee / account holder | $2,071 | $512+304.9% | $7,510-72.4% | $521+297.6% |