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 7-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 | $29,010 | $104,974-72.4% | $95,585-69.6% | $142,382-79.6% |
| Participation rate | 43.8% | 75.0%-31.2pp | 72.1%-28.3pp | 80.1%-36.4pp |
| Annual return | 15.81% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,196 | $4,352-72.5% | $4,023-70.3% | $6,507-81.6% |
| Admin fee / account holder | $316 | $6,386-95.1% | $6,127-94.8% | $12,624-97.5% |