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 | $14,870 | $105,126-85.9% | $94,646-84.3% | $139,434-89.3% |
| Participation rate | 64.3% | 82.4%-18.1pp | 80.8%-16.5pp | 80.3%-16.0pp |
| Annual return | 18.66% | 38.03%-19.4pp | 156.71%-138.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,188 | $7,599+7.7% | $7,418+10.4% | $6,710+22.0% |
| Admin fee / account holder | $13,750 | $8,984+53.0% | $7,231+90.2% | $11,403+20.6% |