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 9-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 | $27,394 | $54,705-49.9% | $71,209-61.5% | $84,808-67.7% |
| Participation rate | 37.1% | 64.1%-26.9pp | 73.8%-36.6pp | 68.3%-31.2pp |
| Annual return | 19.59% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $255 | $2,158-88.2% | $2,721-90.6% | $2,631-90.3% |
| Participant deferral / active EE | $1,128 | $3,030-62.8% | $4,175-73.0% | $4,212-73.2% |
| Admin fee / account holder | $1,380 | $4,863-71.6% | $5,349-74.2% | $7,344-81.2% |