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 | $31,493 | $56,629-44.4% | $77,999-59.6% | $55,167-42.9% |
| Participation rate | 57.3% | 73.3%-16.0pp | 75.5%-18.2pp | 69.0%-11.7pp |
| Annual return | 8.78% | 2866.98%-2858.2pp | 425.96%-417.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $285 | $1,723-83.5% | $2,470-88.5% | $1,963-85.5% |
| Participant deferral / active EE | $1,708 | $2,777-38.5% | $3,497-51.2% | $3,054-44.1% |
| Admin fee / account holder | $721 | $467+54.5% | $5,480-86.8% | $504+43.0% |