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 | $18,679 | $56,053-66.7% | $75,972-75.4% | $80,856-76.9% |
| Participation rate | 56.5% | 62.0%-5.6pp | 69.1%-12.6pp | 67.6%-11.2pp |
| Annual return | 19.57% | 20.53%-1.0pp | 359.55%-340.0pp | 35.59%-16.0pp |
| Employer contribution / active EE | $268 | $1,874-85.7% | $2,685-90.0% | $2,755-90.3% |
| Participant deferral / active EE | $1,748 | $3,052-42.7% | $4,255-58.9% | $4,296-59.3% |
| Admin fee / account holder | $11,642 | $5,234+122.4% | $6,467+80.0% | $6,918+68.3% |