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 7-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 | $22,705 | $91,190-75.1% | $178,490-87.3% | $79,858-71.6% |
| Participation rate | 11.3% | 69.2%-57.9pp | 81.9%-70.6pp | 69.6%-58.3pp |
| Annual return | 32.01% | 24.19%+7.8pp | 151.07%-119.1pp | 31.71%+0.3pp |
| Employer contribution / active EE | $176 | $3,256-94.6% | $5,011-96.5% | $2,471-92.9% |
| Participant deferral / active EE | $923 | $3,236-71.5% | $5,202-82.3% | $3,740-75.3% |
| Admin fee / account holder | $818 | $6,751-87.9% | $13,984-94.2% | $5,306-84.6% |