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 | $23,050 | $100,852-77.1% | $90,404-74.5% | $158,922-85.5% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.7%-49.2pp | 82.0%-58.4pp |
| Annual return | 27.44% | 1724.20%-1696.8pp | 1293.02%-1265.6pp | 302.83%-275.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $801 | $4,348-81.6% | $3,963-79.8% | $5,982-86.6% |
| Admin fee / account holder | $2,525 | $6,501-61.2% | $5,611-55.0% | $11,246-77.5% |