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 | $47,654 | $64,324-25.9% | $118,925-59.9% | $79,858-40.3% |
| Participation rate | 59.5% | 64.9%-5.3pp | 75.4%-15.9pp | 69.6%-10.1pp |
| Annual return | 13.93% | 86.45%-72.5pp | 35.88%-21.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,969 | $2,824-30.3% | $4,265-53.8% | $3,740-47.4% |
| Admin fee / account holder | $2,336 | $4,040-42.2% | $6,581-64.5% | $5,306-56.0% |