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 | $2,712 | $30,400-91.1% | $53,898-95.0% | $84,808-96.8% |
| Participation rate | 46.9% | 46.4%+0.4pp | 55.0%-8.1pp | 68.3%-21.4pp |
| Annual return | 14.80% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $388 | $1,199-67.7% | $1,826-78.8% | $4,212-90.8% |
| Admin fee / account holder | $506 | $1,993-74.6% | $2,491-79.7% | $7,344-93.1% |