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 | $28,525 | $74,888-61.9% | $71,209-59.9% | $142,382-80.0% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 18.49% | 345.14%-326.7pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $295 | $2,854-89.7% | $2,721-89.2% | $4,299-93.1% |
| Participant deferral / active EE | $915 | $4,454-79.5% | $4,175-78.1% | $6,507-85.9% |
| Admin fee / account holder | $4,290 | $5,568-23.0% | $5,349-19.8% | $12,624-66.0% |