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 8-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 | $20,114 | $56,317-64.3% | $71,209-71.8% | $74,304-72.9% |
| Participation rate | 13.0% | 55.1%-42.1pp | 73.8%-60.7pp | 60.3%-47.3pp |
| Annual return | 17.13% | 42.83%-25.7pp | 282.51%-265.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $184 | $2,160-91.5% | $2,721-93.2% | $2,241-91.8% |
| Participant deferral / active EE | $677 | $2,788-75.7% | $4,175-83.8% | $3,767-82.0% |
| Admin fee / account holder | $1,381 | $2,290-39.7% | $5,349-74.2% | $2,969-53.5% |