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 5-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 | $28,040 | $58,208-51.8% | $81,812-65.7% | $80,856-65.3% |
| Participation rate | 5.8% | 63.4%-57.6pp | 72.3%-66.5pp | 67.6%-61.8pp |
| Annual return | 13.33% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $199 | $2,340-91.5% | $2,912-93.2% | $2,755-92.8% |
| Participant deferral / active EE | $796 | $3,281-75.7% | $4,319-81.6% | $4,296-81.5% |
| Admin fee / account holder | $2,651 | $4,981-46.8% | $7,386-64.1% | $6,918-61.7% |