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 10-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 | $58,496 | $95,803-38.9% | $113,168-48.3% | $84,808-31.0% |
| Participation rate | 26.8% | 72.9%-46.1pp | 76.6%-49.8pp | 68.3%-41.5pp |
| Annual return | 13.37% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $63 | $2,360-97.3% | $2,975-97.9% | $2,631-97.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $366 | $8,989-95.9% | $12,068-97.0% | $7,344-95.0% |