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 | $78,206 | $106,890-26.8% | $84,015-6.9% | $152,861-48.8% |
| Participation rate | 36.8% | 75.2%-38.4pp | 69.0%-32.2pp | 82.4%-45.6pp |
| Annual return | 13.02% | 104.99%-92.0pp | 71.31%-58.3pp | 345.32%-332.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,136 | $4,011-71.7% | $3,239-64.9% | $5,850-80.6% |
| Admin fee / account holder | $740 | $8,285-91.1% | $6,101-87.9% | $11,596-93.6% |