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 | $14,608 | $69,207-78.9% | $64,056-77.2% | $139,434-89.5% |
| Participation rate | 57.1% | 75.6%-18.4pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 17.86% | 45.88%-28.0pp | 33.69%-15.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,073 | $4,682-13.0% | $3,880+5.0% | $6,710-39.3% |
| Admin fee / account holder | $86,878 | $4,244+1947.1% | $3,068+2731.6% | $11,403+661.9% |