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 | $7,757 | $56,053-86.2% | $75,972-89.8% | $80,856-90.4% |
| Participation rate | 27.0% | 62.0%-35.0pp | 69.1%-42.0pp | 67.6%-40.6pp |
| Annual return | 16.12% | 20.53%-4.4pp | 359.55%-343.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,298 | $3,052-57.5% | $4,255-69.5% | $4,296-69.8% |
| Admin fee / account holder | $802 | $5,234-84.7% | $6,467-87.6% | $6,918-88.4% |