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 6-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 | $19,602 | $110,257-82.2% | $96,544-79.7% | $139,434-85.9% |
| Participation rate | 30.8% | 78.1%-47.3pp | 76.0%-45.2pp | 80.3%-49.5pp |
| Annual return | 21.39% | 26.32%-4.9pp | 25.84%-4.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $510 | $3,620-85.9% | $2,965-82.8% | $4,751-89.3% |
| Participant deferral / active EE | $1,828 | $5,548-67.1% | $4,851-62.3% | $6,710-72.8% |
| Admin fee / account holder | $644 | $11,591-94.4% | $8,252-92.2% | $11,403-94.4% |