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 5-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 | $32,105 | $58,208-44.8% | $81,812-60.8% | $80,856-60.3% |
| Participation rate | 10.7% | 63.4%-52.7pp | 72.3%-61.6pp | 67.6%-56.9pp |
| Annual return | 11.65% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $189 | $2,340-91.9% | $2,912-93.5% | $2,755-93.1% |
| Participant deferral / active EE | $954 | $3,281-70.9% | $4,319-77.9% | $4,296-77.8% |
| Admin fee / account holder | $1,448 | $4,981-70.9% | $7,386-80.4% | $6,918-79.1% |