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 | $14,481 | $95,416-84.8% | $185,823-92.2% | $85,850-83.1% |
| Participation rate | 25.0% | 68.8%-43.8pp | 81.7%-56.7pp | 69.3%-44.3pp |
| Annual return | 15.98% | 23.59%-7.6pp | 122.05%-106.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,011 | $3,423-70.5% | $5,568-81.8% | $3,952-74.4% |
| Admin fee / account holder | $593 | $7,213-91.8% | $16,237-96.3% | $6,260-90.5% |