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 6-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 | $16,195 | $61,774-73.8% | $97,226-83.3% | $80,856-80.0% |
| Participation rate | 33.9% | 63.5%-29.6pp | 72.7%-38.8pp | 67.6%-33.7pp |
| Annual return | 12.93% | -557.90%+570.8pp | 75.13%-62.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $308 | $1,837-83.2% | $2,729-88.7% | $2,755-88.8% |
| Participant deferral / active EE | $1,621 | $3,029-46.5% | $4,264-62.0% | $4,296-62.3% |
| Admin fee / account holder | $492 | $5,166-90.5% | $5,654-91.3% | $6,918-92.9% |