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 | $52,853 | $54,193-2.5% | $93,606-43.5% | $77,643-31.9% |
| Participation rate | 24.4% | 63.9%-39.6pp | 68.7%-44.3pp | 70.6%-46.2pp |
| Annual return | 20.66% | 30.54%-9.9pp | 133.20%-112.5pp | 31.24%-10.6pp |
| Employer contribution / active EE | $258 | $1,168-77.9% | $2,420-89.4% | $2,726-90.5% |
| Participant deferral / active EE | $1,594 | $3,144-49.3% | $4,411-63.9% | $4,647-65.7% |
| Admin fee / account holder | $10,341 | $576+1696.6% | $8,285+24.8% | $430+2302.5% |