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 4-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 | $37,047 | $54,705-32.3% | $71,209-48.0% | $84,808-56.3% |
| Participation rate | 16.4% | 64.1%-47.6pp | 73.8%-57.3pp | 68.3%-51.9pp |
| Annual return | 18.84% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $261 | $2,158-87.9% | $2,721-90.4% | $2,631-90.1% |
| Participant deferral / active EE | $1,226 | $3,030-59.5% | $4,175-70.6% | $4,212-70.9% |
| Admin fee / account holder | $776 | $4,863-84.0% | $5,349-85.5% | $7,344-89.4% |