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 5-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 | $14,068 | $55,415-74.6% | $155,509-91.0% | $74,495-81.1% |
| Participation rate | 26.7% | 61.9%-35.2pp | 78.2%-51.5pp | 67.2%-40.5pp |
| Annual return | 16.11% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $272 | $2,267-88.0% | $4,672-94.2% | $2,623-89.6% |
| Participant deferral / active EE | $931 | $2,836-67.2% | $5,626-83.5% | $4,346-78.6% |
| Admin fee / account holder | $1,431 | $1,738-17.7% | $15,912-91.0% | $1,942-26.3% |