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 | $24,362 | $106,584-77.1% | $101,326-76.0% | $142,382-82.9% |
| Participation rate | 31.3% | 82.7%-51.4pp | 81.5%-50.2pp | 80.1%-48.9pp |
| Annual return | 13.89% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,387 | $8,297-11.0% | $7,994-7.6% | $6,507+13.5% |
| Admin fee / account holder | $4,168 | $11,446-63.6% | $11,185-62.7% | $12,624-67.0% |