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 3-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 | $1,700 | $30,400-94.4% | $53,898-96.8% | $84,808-98.0% |
| Participation rate | 68.1% | 46.4%+21.7pp | 55.0%+13.2pp | 68.3%-0.2pp |
| Annual return | 23.17% | 500.19%-477.0pp | 528.60%-505.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $643 | $1,199-46.3% | $1,826-64.8% | $4,212-84.7% |
| Admin fee / account holder | $519 | $1,993-73.9% | $2,491-79.2% | $7,344-92.9% |