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 | $24,641 | $67,984-63.8% | $65,493-62.4% | $74,304-66.8% |
| Participation rate | 37.5% | 66.3%-28.8pp | 73.1%-35.6pp | 60.3%-22.8pp |
| Annual return | 18.22% | 19.87%-1.6pp | 982.45%-964.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,344 | $3,346-59.8% | $3,961-66.1% | $3,767-64.3% |
| Admin fee / account holder | $7,764 | $1,373+465.6% | $5,028+54.4% | $2,969+161.5% |