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 | $49,674 | $61,272-18.9% | $149,673-66.8% | $71,457-30.5% |
| Participation rate | 23.9% | 62.5%-38.6pp | 78.8%-54.9pp | 67.9%-44.0pp |
| Annual return | 15.77% | 35.85%-20.1pp | 134.42%-118.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $20 | $2,378-99.1% | $4,818-99.6% | $2,588-99.2% |
| Participant deferral / active EE | $1,015 | $2,917-65.2% | $5,680-82.1% | $4,289-76.3% |
| Admin fee / account holder | $3,095 | $1,261+145.3% | $13,210-76.6% | $1,587+95.0% |