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 4-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 | $15,552 | $95,266-83.7% | $82,389-81.1% | $142,382-89.1% |
| Participation rate | 10.0% | 74.5%-64.5pp | 69.5%-59.5pp | 80.1%-70.1pp |
| Annual return | 19.48% | 25.74%-6.3pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $474 | $2,991-84.2% | $2,517-81.2% | $4,299-89.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,348 | $8,563-72.6% | $7,231-67.5% | $12,624-81.4% |