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 | $14,915 | $55,415-73.1% | $155,509-90.4% | $74,495-80.0% |
| Participation rate | 38.9% | 61.9%-23.0pp | 78.2%-39.2pp | 67.2%-28.3pp |
| Annual return | 16.84% | 268.50%-251.7pp | 64.67%-47.8pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $204 | $2,267-91.0% | $4,672-95.6% | $2,623-92.2% |
| Participant deferral / active EE | $960 | $2,836-66.1% | $5,626-82.9% | $4,346-77.9% |
| Admin fee / account holder | $559 | $1,738-67.8% | $15,912-96.5% | $1,942-71.2% |