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 | $25,333 | $77,634-67.4% | $156,549-83.8% | $62,891-59.7% |
| Participation rate | 45.3% | 71.2%-25.9pp | 84.0%-38.7pp | 69.3%-24.0pp |
| Annual return | 8.12% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,538 | $3,045-49.5% | $4,871-68.4% | $3,203-52.0% |
| Admin fee / account holder | $752 | $5,561-86.5% | $13,027-94.2% | $4,296-82.5% |