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 | $32,030 | $99,985-68.0% | $146,665-78.2% | $85,850-62.7% |
| Participation rate | 28.2% | 73.1%-44.8pp | 80.1%-51.8pp | 69.3%-41.1pp |
| Annual return | 17.99% | 18.93%-0.9pp | 22.74%-4.8pp | 318.53%-300.5pp |
| Employer contribution / active EE | $145 | $2,559-94.3% | $4,136-96.5% | $2,565-94.4% |
| Participant deferral / active EE | $2,027 | $4,006-49.4% | $5,506-63.2% | $3,952-48.7% |
| Admin fee / account holder | $349 | $7,702-95.5% | $10,280-96.6% | $6,260-94.4% |