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 | $40,605 | $53,516-24.1% | $126,539-67.9% | $84,808-52.1% |
| Participation rate | 10.7% | 58.2%-47.5pp | 69.8%-59.1pp | 68.3%-57.6pp |
| Annual return | 16.22% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,699 | $2,671-36.4% | $4,083-58.4% | $4,212-59.7% |
| Admin fee / account holder | $1,469 | $4,497-67.3% | $6,065-75.8% | $7,344-80.0% |