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 6-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 | $17,143 | $111,754-84.7% | $103,333-83.4% | $145,922-88.3% |
| Participation rate | 15.8% | 77.9%-62.1pp | 74.5%-58.7pp | 80.3%-64.5pp |
| Annual return | 24.89% | 24.77%+0.1pp | 24.88%0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $696 | $4,212-83.5% | $3,868-82.0% | $4,660-85.1% |
| Participant deferral / active EE | $1,653 | $5,619-70.6% | $5,057-67.3% | $6,688-75.3% |
| Admin fee / account holder | $4,725 | $9,750-51.5% | $8,355-43.4% | $13,397-64.7% |