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 9-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 | $31,259 | $49,915-37.4% | $154,803-79.8% | $74,304-57.9% |
| Participation rate | 13.8% | 54.0%-40.1pp | 78.1%-64.2pp | 60.3%-46.5pp |
| Annual return | 15.37% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $130 | $1,611-92.0% | $4,305-97.0% | $2,241-94.2% |
| Participant deferral / active EE | $654 | $2,255-71.0% | $5,540-88.2% | $3,767-82.6% |
| Admin fee / account holder | $5,307 | $2,189+142.4% | $14,329-63.0% | $2,969+78.7% |