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 | $27,986 | $111,754-75.0% | $103,333-72.9% | $145,922-80.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.57% | 24.77%-5.2pp | 24.88%-5.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $786 | $4,212-81.3% | $3,868-79.7% | $4,660-83.1% |
| Participant deferral / active EE | $8,574 | $5,619+52.6% | $5,057+69.5% | $6,688+28.2% |
| Admin fee / account holder | $3,504 | $9,750-64.1% | $8,355-58.1% | $13,397-73.8% |