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 | $34,604 | $102,317-66.2% | $146,958-76.5% | $80,856-57.2% |
| Participation rate | 31.5% | 75.8%-44.4pp | 82.2%-50.7pp | 67.6%-36.2pp |
| Annual return | 15.64% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $475 | $3,713-87.2% | $4,933-90.4% | $2,755-82.8% |
| Participant deferral / active EE | $2,858 | $6,644-57.0% | $8,070-64.6% | $4,296-33.5% |
| Admin fee / account holder | $628 | $7,941-92.1% | $12,998-95.2% | $6,918-90.9% |