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 | $39,597 | $94,338-58.0% | $100,534-60.6% | $142,382-72.2% |
| Participation rate | 35.7% | 81.7%-46.0pp | 80.6%-44.9pp | 80.1%-44.4pp |
| Annual return | 15.38% | 29.20%-13.8pp | 32.66%-17.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,670 | $5,934-71.9% | $6,144-72.8% | $6,507-74.3% |
| Admin fee / account holder | $5,781 | $8,421-31.3% | $7,654-24.5% | $12,624-54.2% |