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 | $17,814 | $57,281-68.9% | $86,612-79.4% | $75,163-76.3% |
| Participation rate | 27.0% | 63.2%-36.2pp | 71.7%-44.7pp | 67.2%-40.2pp |
| Annual return | 18.76% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $179 | $2,314-92.2% | $3,022-94.1% | $2,670-93.3% |
| Participant deferral / active EE | $993 | $3,318-70.1% | $4,438-77.6% | $4,125-75.9% |
| Admin fee / account holder | $800 | $4,112-80.6% | $5,614-85.8% | $5,651-85.8% |