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 6-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 | $20,500 | $117,983-82.6% | $101,794-79.9% | $142,382-85.6% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.2%-10.1pp | 80.1%-21.0pp |
| Annual return | 11.53% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $250 | $2,773-91.0% | $2,289-89.1% | $4,299-94.2% |
| Participant deferral / active EE | $3,561 | $4,714-24.4% | $4,084-12.8% | $6,507-45.3% |
| Admin fee / account holder | $4,593 | $10,433-56.0% | $8,777-47.7% | $12,624-63.6% |