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 | $34,160 | $30,588+11.7% | $53,898-36.6% | $85,563-60.1% |
| Participation rate | 4.6% | 26.3%-21.7pp | 55.0%-50.3pp | 66.0%-61.3pp |
| Annual return | 33.90% | 50.42%-16.5pp | 528.60%-494.7pp | 31.51%+2.4pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $214 | $848-74.8% | $1,826-88.3% | $4,375-95.1% |
| Admin fee / account holder | $674 | $1,879-64.1% | $2,491-72.9% | $834-19.2% |