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 | $65,775 | $50,982+29.0% | $154,803-57.5% | $85,563-23.1% |
| Participation rate | 17.8% | 59.8%-42.0pp | 78.1%-60.3pp | 66.0%-48.2pp |
| Annual return | 13.58% | 30.35%-16.8pp | 58.88%-45.3pp | 31.51%-17.9pp |
| Employer contribution / active EE | $19 | $1,708-98.9% | $4,305-99.6% | $2,654-99.3% |
| Participant deferral / active EE | $964 | $2,474-61.0% | $5,540-82.6% | $4,375-78.0% |
| Admin fee / account holder | $2,118 | $846+150.3% | $14,329-85.2% | $834+153.8% |