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 | $90,236 | $106,584-15.3% | $101,326-10.9% | $142,382-36.6% |
| Participation rate | 41.2% | 82.7%-41.5pp | 81.5%-40.3pp | 80.1%-38.9pp |
| Annual return | 15.44% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $16,045 | $8,297+93.4% | $7,994+100.7% | $6,507+146.6% |
| Admin fee / account holder | $56,719 | $11,446+395.5% | $11,185+407.1% | $12,624+349.3% |