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 | $6,962 | $37,426-81.4% | $77,482-91.0% | $79,858-91.3% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.6%-49.6pp |
| Annual return | 74.88% | 39.70%+35.2pp | 54.79%+20.1pp | 31.71%+43.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $438 | $1,260-65.3% | $1,861-76.5% | $3,740-88.3% |
| Admin fee / account holder | $3,395 | $2,504+35.6% | $2,858+18.8% | $5,306-36.0% |