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 | $51,164 | $127,264-59.8% | $109,895-53.4% | $167,490-69.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 12.99% | 22.97%-10.0pp | 29.45%-16.5pp | 478.56%-465.6pp |
| Employer contribution / active EE | $131 | $3,322-96.0% | $2,842-95.4% | $4,837-97.3% |
| Participant deferral / active EE | $853 | $4,514-81.1% | $4,048-78.9% | $6,341-86.5% |
| Admin fee / account holder | $3,930 | $7,114-44.8% | $6,066-35.2% | $12,309-68.1% |