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 9-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 | $17,710 | $61,156-71.0% | $185,823-90.5% | $79,386-77.7% |
| Participation rate | 25.9% | 66.6%-40.7pp | 81.7%-55.8pp | 70.7%-44.8pp |
| Annual return | 32.98% | 19.45%+13.5pp | 122.05%-89.1pp | 116.85%-83.9pp |
| Employer contribution / active EE | $143 | $2,321-93.9% | $5,167-97.2% | $2,427-94.1% |
| Participant deferral / active EE | $1,202 | $2,789-56.9% | $5,568-78.4% | $4,046-70.3% |
| Admin fee / account holder | $1,604 | $710+126.1% | $16,237-90.1% | $626+156.1% |