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 | $27,531 | $80,717-65.9% | $154,803-82.2% | $84,808-67.5% |
| Participation rate | 15.0% | 66.8%-51.8pp | 78.1%-63.1pp | 68.3%-53.3pp |
| Annual return | 16.48% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $278 | $2,761-89.9% | $4,305-93.6% | $2,631-89.5% |
| Participant deferral / active EE | $1,154 | $3,303-65.1% | $5,540-79.2% | $4,212-72.6% |
| Admin fee / account holder | $17,921 | $6,746+165.7% | $14,329+25.1% | $7,344+144.0% |