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 | $40,036 | $58,927-32.1% | $76,817-47.9% | $72,985-45.1% |
| Participation rate | 20.8% | 67.3%-46.6pp | 72.1%-51.3pp | 69.5%-48.7pp |
| Annual return | 21.79% | 2305.64%-2283.9pp | 1166.11%-1144.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,420 | $2,690-47.2% | $3,336-57.4% | $3,607-60.6% |
| Admin fee / account holder | $1,268 | $4,013-68.4% | $6,420-80.2% | $5,124-75.3% |