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 | $15,108 | $46,553-67.5% | $64,056-76.4% | $75,163-79.9% |
| Participation rate | 16.9% | 65.9%-49.0pp | 72.3%-55.4pp | 67.2%-50.2pp |
| Annual return | 14.84% | 26.03%-11.2pp | 33.69%-18.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,033 | $2,837-63.6% | $3,880-73.4% | $4,125-75.0% |
| Admin fee / account holder | $2,316 | $2,952-21.5% | $3,068-24.5% | $5,651-59.0% |