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 | $21,997 | $49,915-55.9% | $154,803-85.8% | $74,304-70.4% |
| Participation rate | 17.9% | 54.0%-36.1pp | 78.1%-60.2pp | 60.3%-42.5pp |
| Annual return | 14.93% | 34.06%-19.1pp | 58.88%-44.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $210 | $1,611-87.0% | $4,305-95.1% | $2,241-90.6% |
| Participant deferral / active EE | $803 | $2,255-64.4% | $5,540-85.5% | $3,767-78.7% |
| Admin fee / account holder | $746 | $2,189-65.9% | $14,329-94.8% | $2,969-74.9% |