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 | $50,332 | $54,705-8.0% | $71,209-29.3% | $84,808-40.7% |
| Participation rate | 21.4% | 64.1%-42.6pp | 73.8%-52.3pp | 68.3%-46.9pp |
| Annual return | 17.86% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $212 | $2,158-90.2% | $2,721-92.2% | $2,631-91.9% |
| Participant deferral / active EE | $556 | $3,030-81.7% | $4,175-86.7% | $4,212-86.8% |
| Admin fee / account holder | $4,715 | $4,863-3.0% | $5,349-11.8% | $7,344-35.8% |