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 | $45,835 | $77,419-40.8% | $69,455-34.0% | $152,861-70.0% |
| Participation rate | 10.0% | 78.1%-68.1pp | 74.6%-64.6pp | 82.4%-72.4pp |
| Annual return | 26.39% | 39.06%-12.7pp | 28.97%-2.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $950 | $4,414-78.5% | $3,535-73.1% | $5,850-83.8% |
| Admin fee / account holder | $507 | $6,207-91.8% | $3,839-86.8% | $11,596-95.6% |