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 | $19,168 | $95,561-79.9% | $77,163-75.2% | $139,434-86.3% |
| Participation rate | 69.2% | 73.9%-4.7pp | 69.6%-0.3pp | 80.3%-11.1pp |
| Annual return | 30.01% | 54.92%-24.9pp | 37.87%-7.9pp | 372.94%-342.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,945 | $4,624+93.5% | $3,833+133.4% | $6,710+33.3% |
| Admin fee / account holder | $513 | $8,295-93.8% | $5,472-90.6% | $11,403-95.5% |