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 | $16,533 | $54,705-69.8% | $71,209-76.8% | $84,808-80.5% |
| Participation rate | 17.8% | 64.1%-46.3pp | 73.8%-56.0pp | 68.3%-50.5pp |
| Annual return | 24.81% | 35.90%-11.1pp | 282.51%-257.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $236 | $2,158-89.1% | $2,721-91.3% | $2,631-91.0% |
| Participant deferral / active EE | $732 | $3,030-75.8% | $4,175-82.5% | $4,212-82.6% |
| Admin fee / account holder | $530 | $4,863-89.1% | $5,349-90.1% | $7,344-92.8% |