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 | $19,820 | $58,927-66.4% | $76,817-74.2% | $72,985-72.8% |
| Participation rate | 57.5% | 67.3%-9.8pp | 72.1%-14.5pp | 69.5%-12.0pp |
| Annual return | 21.19% | 2305.64%-2284.5pp | 1166.11%-1144.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,544 | $2,690-5.5% | $3,336-23.7% | $3,607-29.5% |
| Admin fee / account holder | $404 | $4,013-89.9% | $6,420-93.7% | $5,124-92.1% |