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 6-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 | $14,863 | $46,553-68.1% | $64,056-76.8% | $75,163-80.2% |
| Participation rate | 31.4% | 65.9%-34.6pp | 72.3%-40.9pp | 67.2%-35.8pp |
| Annual return | 22.87% | 26.03%-3.2pp | 33.69%-10.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $333 | $1,974-83.1% | $2,747-87.9% | $2,670-87.5% |
| Participant deferral / active EE | $1,310 | $2,837-53.8% | $3,880-66.2% | $4,125-68.2% |
| Admin fee / account holder | $734 | $2,952-75.1% | $3,068-76.1% | $5,651-87.0% |