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 8-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 | $13,767 | $49,915-72.4% | $154,803-91.1% | $74,304-81.5% |
| Participation rate | 28.0% | 54.0%-26.0pp | 78.1%-50.1pp | 60.3%-32.3pp |
| Annual return | 15.08% | 34.06%-19.0pp | 58.88%-43.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $178 | $1,611-89.0% | $4,305-95.9% | $2,241-92.1% |
| Participant deferral / active EE | $850 | $2,255-62.3% | $5,540-84.7% | $3,767-77.4% |
| Admin fee / account holder | $617 | $2,189-71.8% | $14,329-95.7% | $2,969-79.2% |