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 | $20,524 | $56,317-63.6% | $71,209-71.2% | $74,304-72.4% |
| Participation rate | 8.9% | 55.1%-46.2pp | 73.8%-64.8pp | 60.3%-51.4pp |
| Annual return | 24.68% | 42.83%-18.1pp | 282.51%-257.8pp | 29.43%-4.7pp |
| Employer contribution / active EE | $230 | $2,160-89.3% | $2,721-91.5% | $2,241-89.7% |
| Participant deferral / active EE | $502 | $2,788-82.0% | $4,175-88.0% | $3,767-86.7% |
| Admin fee / account holder | $1,064 | $2,290-53.5% | $5,349-80.1% | $2,969-64.2% |