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 | $25,967 | $48,795-46.8% | $65,493-60.4% | $84,808-69.4% |
| Participation rate | 48.3% | 67.0%-18.7pp | 73.1%-24.8pp | 68.3%-20.0pp |
| Annual return | 15.59% | 20.20%-4.6pp | 982.45%-966.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $268 | $1,930-86.1% | $2,574-89.6% | $2,631-89.8% |
| Participant deferral / active EE | $1,089 | $2,928-62.8% | $3,961-72.5% | $4,212-74.1% |
| Admin fee / account holder | $2,885 | $3,877-25.6% | $5,028-42.6% | $7,344-60.7% |