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 | $18,939 | $183,519-89.7% | $155,509-87.8% | $145,922-87.0% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.6pp |
| Annual return | 21.49% | 61.17%-39.7pp | 64.67%-43.2pp | 561.29%-539.8pp |
| Employer contribution / active EE | $447 | $5,313-91.6% | $4,672-90.4% | $4,660-90.4% |
| Participant deferral / active EE | $3,366 | $6,462-47.9% | $5,626-40.2% | $6,688-49.7% |
| Admin fee / account holder | $911 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |