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 9-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 | $29,369 | $73,933-60.3% | $96,683-69.6% | $75,163-60.9% |
| Participation rate | 51.9% | 66.4%-14.6pp | 74.3%-22.5pp | 67.2%-15.3pp |
| Annual return | 13.86% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $418 | $2,928-85.7% | $3,737-88.8% | $2,670-84.4% |
| Participant deferral / active EE | $1,783 | $3,659-51.3% | $4,878-63.5% | $4,125-56.8% |
| Admin fee / account holder | $678 | $5,216-87.0% | $6,730-89.9% | $5,651-88.0% |