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 | $16,984 | $74,888-77.3% | $71,209-76.1% | $142,382-88.1% |
| Participation rate | 36.8% | 76.2%-39.4pp | 73.8%-36.9pp | 80.1%-43.3pp |
| Annual return | 18.67% | 345.14%-326.5pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $170 | $2,854-94.0% | $2,721-93.8% | $4,299-96.0% |
| Participant deferral / active EE | $824 | $4,454-81.5% | $4,175-80.3% | $6,507-87.3% |
| Admin fee / account holder | $434 | $5,568-92.2% | $5,349-91.9% | $12,624-96.6% |