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 | $18,869 | $56,053-66.3% | $75,972-75.2% | $80,856-76.7% |
| Participation rate | 27.1% | 62.0%-34.9pp | 69.1%-41.9pp | 67.6%-40.5pp |
| Annual return | 11.09% | 20.53%-9.4pp | 359.55%-348.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $358 | $1,874-80.9% | $2,685-86.7% | $2,755-87.0% |
| Participant deferral / active EE | $1,237 | $3,052-59.5% | $4,255-70.9% | $4,296-71.2% |
| Admin fee / account holder | $5,833 | $5,234+11.5% | $6,467-9.8% | $6,918-15.7% |