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 | $39,813 | $48,795-18.4% | $65,493-39.2% | $84,808-53.1% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 23.39% | 20.20%+3.2pp | 982.45%-959.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $65 | $1,930-96.6% | $2,574-97.5% | $2,631-97.5% |
| Participant deferral / active EE | $4,043 | $2,928+38.1% | $3,961+2.1% | $4,212-4.0% |
| Admin fee / account holder | $6,158 | $3,877+58.8% | $5,028+22.5% | $7,344-16.1% |