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 8-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 | $18,179 | $46,553-60.9% | $64,056-71.6% | $75,163-75.8% |
| Participation rate | 35.9% | 65.9%-30.0pp | 72.3%-36.4pp | 67.2%-31.3pp |
| Annual return | 15.29% | 26.03%-10.7pp | 33.69%-18.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3 | $1,974-99.8% | $2,747-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $2,046 | $2,837-27.9% | $3,880-47.3% | $4,125-50.4% |
| Admin fee / account holder | $1,477 | $2,952-50.0% | $3,068-51.8% | $5,651-73.9% |