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 | $20,383 | $183,519-88.9% | $155,509-86.9% | $145,922-86.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 20.07% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.2pp |
| Employer contribution / active EE | $905 | $5,313-83.0% | $4,672-80.6% | $4,660-80.6% |
| Participant deferral / active EE | $3,921 | $6,462-39.3% | $5,626-30.3% | $6,688-41.4% |
| Admin fee / account holder | $421 | $19,313-97.8% | $15,912-97.4% | $13,397-96.9% |