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 | $9,569 | $95,561-90.0% | $77,163-87.6% | $139,434-93.1% |
| Participation rate | 41.7% | 73.9%-32.3pp | 69.6%-27.9pp | 80.3%-38.7pp |
| Annual return | 19.64% | 54.92%-35.3pp | 37.87%-18.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $269 | $3,147-91.4% | $2,535-89.4% | $4,751-94.3% |
| Participant deferral / active EE | $1,111 | $4,624-76.0% | $3,833-71.0% | $6,710-83.4% |
| Admin fee / account holder | $857 | $8,295-89.7% | $5,472-84.3% | $11,403-92.5% |