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 4-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 | $10,537 | $49,915-78.9% | $154,803-93.2% | $74,304-85.8% |
| Participation rate | 21.8% | 54.0%-32.1pp | 78.1%-56.3pp | 60.3%-38.5pp |
| Annual return | 41.36% | 34.06%+7.3pp | 58.88%-17.5pp | 29.43%+11.9pp |
| Employer contribution / active EE | $179 | $1,611-88.9% | $4,305-95.8% | $2,241-92.0% |
| Participant deferral / active EE | $918 | $2,255-59.3% | $5,540-83.4% | $3,767-75.6% |
| Admin fee / account holder | $329 | $2,189-85.0% | $14,329-97.7% | $2,969-88.9% |