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 | $13,767 | $25,014-45.0% | $69,647-80.2% | $80,856-83.0% |
| Participation rate | 0.0% | 64.2%-64.2pp | 66.5%-66.5pp | 67.6%-67.6pp |
| Annual return | 18.38% | 19.07%-0.7pp | 100.48%-82.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $265 | $993-73.3% | $1,712-84.5% | $2,755-90.4% |
| Participant deferral / active EE | $1,052 | $1,839-42.8% | $2,886-63.5% | $4,296-75.5% |
| Admin fee / account holder | $1,249 | $2,488-49.8% | $4,713-73.5% | $6,918-81.9% |