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 8-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 | $47,521 | $30,400+56.3% | $53,898-11.8% | $84,808-44.0% |
| Participation rate | 34.8% | 46.4%-11.7pp | 55.0%-20.2pp | 68.3%-33.5pp |
| Annual return | 15.04% | 500.19%-485.1pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,089 | $1,199-9.1% | $1,826-40.3% | $4,212-74.1% |
| Admin fee / account holder | $4,901 | $1,993+145.9% | $2,491+96.8% | $7,344-33.3% |