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 7-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 | $31,816 | $102,317-68.9% | $146,958-78.4% | $80,856-60.7% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 21.71% | 134.76%-113.0pp | 418.34%-396.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $80 | $3,713-97.8% | $4,933-98.4% | $2,755-97.1% |
| Participant deferral / active EE | $4,513 | $6,644-32.1% | $8,070-44.1% | $4,296+5.0% |
| Admin fee / account holder | $8,010 | $7,941+0.9% | $12,998-38.4% | $6,918+15.8% |