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 6-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 | $25,295 | $60,022-57.9% | $88,946-71.6% | $84,808-70.2% |
| Participation rate | 38.6% | 57.8%-19.2pp | 68.8%-30.2pp | 68.3%-29.7pp |
| Annual return | 86.32% | 22.43%+63.9pp | 57.82%+28.5pp | 40.90%+45.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,891 | $3,114-7.1% | $4,581-36.9% | $4,212-31.3% |
| Admin fee / account holder | $15,125 | $4,811+214.4% | $8,261+83.1% | $7,344+106.0% |