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 | $15,547 | $77,899-80.0% | $149,673-89.6% | $75,163-79.3% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 29.16% | 31.72%-2.6pp | 134.42%-105.3pp | 160.62%-131.5pp |
| Employer contribution / active EE | $287 | $3,137-90.9% | $4,818-94.0% | $2,670-89.3% |
| Participant deferral / active EE | $1,519 | $3,411-55.5% | $5,680-73.2% | $4,125-63.2% |
| Admin fee / account holder | $302 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |