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 | $5,136 | $30,400-83.1% | $53,898-90.5% | $84,808-93.9% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 16.85% | 500.19%-483.3pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $605 | $1,199-49.5% | $1,826-66.9% | $4,212-85.6% |
| Admin fee / account holder | $1,076 | $1,993-46.0% | $2,491-56.8% | $7,344-85.4% |