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 9-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 | $12,834 | $77,419-83.4% | $69,455-81.5% | $152,861-91.6% |
| Participation rate | 47.1% | 78.1%-31.0pp | 74.6%-27.6pp | 82.4%-35.4pp |
| Annual return | 26.67% | 39.06%-12.4pp | 28.97%-2.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $342 | $3,315-89.7% | $2,779-87.7% | $4,762-92.8% |
| Participant deferral / active EE | $929 | $4,414-79.0% | $3,535-73.7% | $5,850-84.1% |
| Admin fee / account holder | $630 | $6,207-89.8% | $3,839-83.6% | $11,596-94.6% |