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 4-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 | $21,098 | $81,248-74.0% | $155,509-86.4% | $80,856-73.9% |
| Participation rate | 16.0% | 66.2%-50.2pp | 78.2%-62.1pp | 67.6%-51.6pp |
| Annual return | 14.00% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $285 | $3,100-90.8% | $4,672-93.9% | $2,755-89.6% |
| Participant deferral / active EE | $959 | $3,452-72.2% | $5,626-83.0% | $4,296-77.7% |
| Admin fee / account holder | $312 | $7,997-96.1% | $15,912-98.0% | $6,918-95.5% |