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 | $4,328 | $24,730-82.5% | $66,042-93.4% | $84,808-94.9% |
| Participation rate | 46.2% | 68.1%-21.9pp | 67.5%-21.4pp | 68.3%-22.2pp |
| Annual return | 15.51% | 79.55%-64.0pp | 52.11%-36.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,215 | $1,737-30.1% | $2,835-57.2% | $4,212-71.2% |
| Admin fee / account holder | $902 | $3,014-70.1% | $5,747-84.3% | $7,344-87.7% |