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 | $70,168 | $73,360-4.4% | $177,989-60.6% | $74,495-5.8% |
| Participation rate | 37.9% | 66.6%-28.7pp | 77.1%-39.2pp | 67.2%-29.3pp |
| Annual return | 13.41% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $14 | $2,216-99.4% | $3,949-99.6% | $2,623-99.5% |
| Participant deferral / active EE | $2,159 | $4,513-52.2% | $6,276-65.6% | $4,346-50.3% |
| Admin fee / account holder | $4,800 | $1,808+165.5% | $10,363-53.7% | $1,942+147.2% |