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 | $14,499 | $91,190-84.1% | $178,490-91.9% | $79,858-81.8% |
| Participation rate | 47.5% | 69.2%-21.7pp | 81.9%-34.4pp | 69.6%-22.1pp |
| Annual return | 12.81% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $148 | $3,256-95.4% | $5,011-97.0% | $2,471-94.0% |
| Participant deferral / active EE | $1,485 | $3,236-54.1% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $2,337 | $6,751-65.4% | $13,984-83.3% | $5,306-56.0% |