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 | $15,052 | $60,323-75.0% | $81,812-81.6% | $74,495-79.8% |
| Participation rate | 38.5% | 62.9%-24.3pp | 72.3%-33.8pp | 67.2%-28.7pp |
| Annual return | 15.27% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $310 | $2,620-88.2% | $2,912-89.3% | $2,623-88.2% |
| Participant deferral / active EE | $1,205 | $3,387-64.4% | $4,319-72.1% | $4,346-72.3% |
| Admin fee / account holder | $870 | $1,486-41.4% | $7,386-88.2% | $1,942-55.2% |