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 | $30,407 | $73,933-58.9% | $96,683-68.5% | $75,163-59.5% |
| Participation rate | 34.6% | 66.4%-31.8pp | 74.3%-39.7pp | 67.2%-32.6pp |
| Annual return | 14.09% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,275 | $3,659-37.8% | $4,878-53.4% | $4,125-44.8% |
| Admin fee / account holder | $3,404 | $5,216-34.7% | $6,730-49.4% | $5,651-39.8% |