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 | $24,478 | $53,053-53.9% | $126,539-80.7% | $74,304-67.1% |
| Participation rate | 26.0% | 48.0%-22.0pp | 69.8%-43.8pp | 60.3%-34.4pp |
| Annual return | 14.15% | 29.46%-15.3pp | 425.95%-411.8pp | 29.43%-15.3pp |
| Employer contribution / active EE | $206 | $1,168-82.3% | $3,674-94.4% | $2,241-90.8% |
| Participant deferral / active EE | $800 | $2,303-65.3% | $4,083-80.4% | $3,767-78.8% |
| Admin fee / account holder | $6,522 | $3,698+76.4% | $6,065+7.5% | $2,969+119.7% |