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 4-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 | $16,034 | $80,717-80.1% | $154,803-89.6% | $84,808-81.1% |
| Participation rate | 22.9% | 66.8%-44.0pp | 78.1%-55.2pp | 68.3%-45.5pp |
| Annual return | 17.39% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $324 | $2,761-88.3% | $4,305-92.5% | $2,631-87.7% |
| Participant deferral / active EE | $991 | $3,303-70.0% | $5,540-82.1% | $4,212-76.5% |
| Admin fee / account holder | $782 | $6,746-88.4% | $14,329-94.5% | $7,344-89.4% |