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 | $41,963 | $159,602-73.7% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.3%-40.7pp | 80.1%-38.5pp |
| Annual return | 21.81% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,633 | $8,310-32.2% | $7,997-29.6% | $6,507-13.4% |
| Admin fee / account holder | $760 | $14,846-94.9% | $13,435-94.3% | $12,624-94.0% |