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 5-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 | $16,524 | $124,281-86.7% | $109,143-84.9% | $167,490-90.1% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.9%-55.9pp | 82.1%-62.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $672 | $4,207-84.0% | $3,722-82.0% | $4,837-86.1% |
| Participant deferral / active EE | $2,584 | $5,255-50.8% | $4,653-44.5% | $6,341-59.3% |
| Admin fee / account holder | $602 | $7,970-92.4% | $6,752-91.1% | $12,309-95.1% |