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 | $14,997 | $34,308-56.3% | $74,701-79.9% | $72,985-79.5% |
| Participation rate | 7.7% | 42.4%-34.7pp | 54.5%-46.8pp | 69.5%-61.8pp |
| Annual return | 27.05% | 26.58%+0.5pp | 752.92%-725.9pp | 81.00%-54.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $490 | $1,271-61.4% | $1,964-75.0% | $3,607-86.4% |
| Admin fee / account holder | $1,271 | $2,124-40.2% | $3,333-61.9% | $5,124-75.2% |