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 | $22,359 | $177,572-87.4% | $154,803-85.6% | $142,382-84.3% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.1%-65.6pp | 80.1%-67.6pp |
| Annual return | 22.24% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $816 | $4,810-83.0% | $4,305-81.0% | $4,299-81.0% |
| Participant deferral / active EE | $1,849 | $6,272-70.5% | $5,540-66.6% | $6,507-71.6% |
| Admin fee / account holder | $415 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |