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 7-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 | $50,588 | $127,065-60.2% | $113,168-55.3% | $142,382-64.5% |
| Participation rate | 9.5% | 79.2%-69.7pp | 76.6%-67.0pp | 80.1%-70.6pp |
| Annual return | 18.59% | 24.03%-5.4pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,994 | $5,716-47.6% | $5,107-41.4% | $6,507-54.0% |
| Admin fee / account holder | $34,955 | $15,736+122.1% | $12,068+189.7% | $12,624+176.9% |