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 | $8,874 | $58,208-84.8% | $81,812-89.2% | $80,856-89.0% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.3%-47.3pp | 67.6%-42.6pp |
| Annual return | 17.80% | 41.66%-23.9pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $252 | $2,340-89.2% | $2,912-91.3% | $2,755-90.8% |
| Participant deferral / active EE | $895 | $3,281-72.7% | $4,319-79.3% | $4,296-79.2% |
| Admin fee / account holder | $671 | $4,981-86.5% | $7,386-90.9% | $6,918-90.3% |