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 | $38,476 | $62,127-38.1% | $81,382-52.7% | $74,495-48.4% |
| Participation rate | 40.9% | 64.0%-23.1pp | 69.5%-28.6pp | 67.2%-26.3pp |
| Annual return | 16.02% | 16.48%-0.5pp | 24.73%-8.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $329 | $1,882-82.5% | $2,463-86.7% | $2,623-87.5% |
| Participant deferral / active EE | $2,191 | $3,229-32.1% | $3,883-43.6% | $4,346-49.6% |
| Admin fee / account holder | $364 | $1,934-81.2% | $5,768-93.7% | $1,942-81.3% |