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 4-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 | $26,054 | $104,974-75.2% | $95,585-72.7% | $142,382-81.7% |
| Participation rate | 23.8% | 75.0%-51.2pp | 72.1%-48.3pp | 80.1%-56.3pp |
| Annual return | 18.41% | 210.33%-191.9pp | 38.56%-20.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $253 | $2,779-90.9% | $2,527-90.0% | $4,299-94.1% |
| Participant deferral / active EE | $916 | $4,352-78.9% | $4,023-77.2% | $6,507-85.9% |
| Admin fee / account holder | $1,083 | $6,386-83.0% | $6,127-82.3% | $12,624-91.4% |