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 | $16,095 | $127,264-87.4% | $109,895-85.4% | $167,490-90.4% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.2%-35.8pp | 82.1%-43.6pp |
| Annual return | 9.45% | 22.97%-13.5pp | 29.45%-20.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $127 | $3,322-96.2% | $2,842-95.5% | $4,837-97.4% |
| Participant deferral / active EE | $3,193 | $4,514-29.3% | $4,048-21.1% | $6,341-49.7% |
| Admin fee / account holder | $1,027 | $7,114-85.6% | $6,066-83.1% | $12,309-91.7% |