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 | $25,443 | $68,547-62.9% | $120,354-78.9% | $80,856-68.5% |
| Participation rate | 40.6% | 61.6%-21.0pp | 71.9%-31.3pp | 67.6%-27.0pp |
| Annual return | 10.99% | 23.60%-12.6pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $318 | $2,051-84.5% | $3,463-90.8% | $2,755-88.5% |
| Participant deferral / active EE | $1,561 | $3,173-50.8% | $4,991-68.7% | $4,296-63.7% |
| Admin fee / account holder | $524 | $5,732-90.9% | $9,423-94.4% | $6,918-92.4% |