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 | $27,225 | $99,877-72.7% | $84,966-68.0% | $145,922-81.3% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 10.53% | 83.76%-73.2pp | 66.38%-55.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $68 | $3,231-97.9% | $2,727-97.5% | $4,660-98.5% |
| Participant deferral / active EE | $1,646 | $5,291-68.9% | $4,519-63.6% | $6,688-75.4% |
| Admin fee / account holder | $5,116 | $7,248-29.4% | $6,149-16.8% | $13,397-61.8% |