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 | $18,516 | $53,127-65.1% | $86,590-78.6% | $70,131-73.6% |
| Participation rate | 18.0% | 65.3%-47.3pp | 73.5%-55.5pp | 69.5%-51.5pp |
| Annual return | 13.98% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $84 | $2,068-95.9% | $2,839-97.0% | $2,342-96.4% |
| Participant deferral / active EE | $944 | $2,696-65.0% | $3,609-73.9% | $3,332-71.7% |
| Admin fee / account holder | $5,624 | $3,585+56.9% | $4,906+14.6% | $4,645+21.1% |