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 9-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 | $21,654 | $63,346-65.8% | $92,233-76.5% | $70,131-69.1% |
| Participation rate | 53.7% | 68.7%-15.0pp | 76.5%-22.8pp | 69.5%-15.9pp |
| Annual return | 17.30% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $226 | $2,471-90.9% | $3,679-93.9% | $2,342-90.4% |
| Participant deferral / active EE | $1,618 | $2,854-43.3% | $3,897-58.5% | $3,332-51.4% |
| Admin fee / account holder | $1,723 | $3,840-55.1% | $5,194-66.8% | $4,645-62.9% |