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 10-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 | $23,562 | $71,050-66.8% | $93,606-74.8% | $80,856-70.9% |
| Participation rate | 20.9% | 60.4%-39.5pp | 68.7%-47.8pp | 67.6%-46.7pp |
| Annual return | 11.83% | 11.26%+0.6pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,509 | $4,034+11.8% | $4,411+2.2% | $4,296+5.0% |
| Admin fee / account holder | $36,446 | $6,945+424.8% | $8,285+339.9% | $6,918+426.8% |