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 | $23,339 | $117,841-80.2% | $102,423-77.2% | $145,922-84.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.66% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $543 | $3,615-85.0% | $3,023-82.0% | $4,660-88.3% |
| Participant deferral / active EE | $1,883 | $5,731-67.1% | $5,053-62.7% | $6,688-71.8% |
| Admin fee / account holder | $754 | $13,326-94.3% | $9,451-92.0% | $13,397-94.4% |