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 | $58,996 | $63,346-6.9% | $92,233-36.0% | $70,131-15.9% |
| Participation rate | 61.8% | 68.7%-6.9pp | 76.5%-14.7pp | 69.5%-7.8pp |
| Annual return | 17.73% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,456 | $2,854-13.9% | $3,897-37.0% | $3,332-26.3% |
| Admin fee / account holder | $625 | $3,840-83.7% | $5,194-88.0% | $4,645-86.5% |