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 | $15,859 | $111,754-85.8% | $103,333-84.7% | $145,922-89.1% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 34.70% | 24.77%+9.9pp | 24.88%+9.8pp | 561.29%-526.6pp |
| Employer contribution / active EE | $770 | $4,212-81.7% | $3,868-80.1% | $4,660-83.5% |
| Participant deferral / active EE | $2,120 | $5,619-62.3% | $5,057-58.1% | $6,688-68.3% |
| Admin fee / account holder | $899 | $9,750-90.8% | $8,355-89.2% | $13,397-93.3% |