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 4-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 | $39,951 | $69,518-42.5% | $59,878-33.3% | $135,375-70.5% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.7%-6.3pp | 82.6%-14.2pp |
| Annual return | 12.22% | 7.94%+4.3pp | 3.46%+8.8pp | 519.73%-507.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,533 | $4,206-39.8% | $3,402-25.6% | $5,609-54.8% |
| Admin fee / account holder | $348 | $5,734-93.9% | $3,590-90.3% | $10,827-96.8% |