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 7-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 | $9,853 | $30,400-67.6% | $53,898-81.7% | $84,808-88.4% |
| Participation rate | 21.1% | 46.4%-25.4pp | 55.0%-33.9pp | 68.3%-47.3pp |
| Annual return | 17.24% | 500.19%-482.9pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $38 | $603-93.6% | $932-95.9% | $2,631-98.5% |
| Participant deferral / active EE | $509 | $1,199-57.6% | $1,826-72.1% | $4,212-87.9% |
| Admin fee / account holder | $2,015 | $1,993+1.1% | $2,491-19.1% | $7,344-72.6% |