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 | $3,812 | $29,660-87.1% | $56,411-93.2% | $80,856-95.3% |
| Participation rate | 43.2% | 41.6%+1.6pp | 52.5%-9.2pp | 67.6%-24.4pp |
| Annual return | 12.69% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $803 | $1,226-34.5% | $1,952-58.9% | $4,296-81.3% |
| Admin fee / account holder | $2,004 | $2,428-17.4% | $2,829-29.2% | $6,918-71.0% |