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 | $26,989 | $74,927-64.0% | $101,794-73.5% | $84,808-68.2% |
| Participation rate | 50.6% | 61.4%-10.8pp | 69.2%-18.6pp | 68.3%-17.7pp |
| Annual return | 17.86% | 18.70%-0.8pp | 30.53%-12.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,715 | $3,099-44.7% | $4,084-58.0% | $4,212-59.3% |
| Admin fee / account holder | $828 | $6,514-87.3% | $8,777-90.6% | $7,344-88.7% |