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 8-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 | $20,949 | $77,899-73.1% | $149,673-86.0% | $75,163-72.1% |
| Participation rate | 41.2% | 65.6%-24.4pp | 78.8%-37.6pp | 67.2%-26.0pp |
| Annual return | 15.05% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $38 | $3,137-98.8% | $4,818-99.2% | $2,670-98.6% |
| Participant deferral / active EE | $3,130 | $3,411-8.2% | $5,680-44.9% | $4,125-24.1% |
| Admin fee / account holder | $2,420 | $5,956-59.4% | $13,210-81.7% | $5,651-57.2% |