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 10-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 | $20,541 | $175,202-88.3% | $149,673-86.3% | $139,434-85.3% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 15.76% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $714 | $5,474-87.0% | $4,818-85.2% | $4,751-85.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $68,653 | $16,150+325.1% | $13,210+419.7% | $11,403+502.1% |