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 | $25,433 | $58,694-56.7% | $142,863-82.2% | $85,850-70.4% |
| Participation rate | 57.7% | 58.5%-0.8pp | 71.9%-14.2pp | 69.3%-11.6pp |
| Annual return | 16.83% | 27.72%-10.9pp | 5637.54%-5620.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $248 | $1,423-82.6% | $4,144-94.0% | $2,565-90.3% |
| Participant deferral / active EE | $1,616 | $2,607-38.0% | $3,837-57.9% | $3,952-59.1% |
| Admin fee / account holder | $357 | $4,239-91.6% | $6,560-94.6% | $6,260-94.3% |