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 3-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 | $26,474 | $64,839-59.2% | $95,585-72.3% | $84,808-68.8% |
| Participation rate | 59.3% | 63.8%-4.6pp | 72.1%-12.8pp | 68.3%-9.1pp |
| Annual return | 14.01% | -670.96%+685.0pp | 38.56%-24.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,958 | $2,965+33.5% | $4,023-1.6% | $4,212-6.0% |
| Admin fee / account holder | $5,654 | $5,964-5.2% | $6,127-7.7% | $7,344-23.0% |