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 8-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 | $32,256 | $72,492-55.5% | $87,100-63.0% | $72,985-55.8% |
| Participation rate | 40.8% | 72.8%-32.0pp | 76.9%-36.1pp | 69.5%-28.7pp |
| Annual return | 37.55% | 24.46%+13.1pp | 28.19%+9.4pp | 81.00%-43.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,410 | $3,270+126.6% | $4,049+83.0% | $3,607+105.4% |
| Admin fee / account holder | $2,134 | $5,055-57.8% | $7,497-71.5% | $5,124-58.4% |