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 | $30,404 | $30,4000% | $53,898-43.6% | $84,808-64.1% |
| Participation rate | 20.8% | 46.4%-25.7pp | 55.0%-34.2pp | 68.3%-47.6pp |
| Annual return | 17.17% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $70 | $603-88.3% | $932-92.4% | $2,631-97.3% |
| Participant deferral / active EE | $725 | $1,199-39.5% | $1,826-60.3% | $4,212-82.8% |
| Admin fee / account holder | $2,346 | $1,993+17.7% | $2,491-5.8% | $7,344-68.1% |