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 6-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 | $18,980 | $111,724-83.0% | $93,606-79.7% | $145,922-87.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 9.65% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $513 | $3,090-83.4% | $2,420-78.8% | $4,660-89.0% |
| Participant deferral / active EE | $1,283 | $4,912-73.9% | $4,411-70.9% | $6,688-80.8% |
| Admin fee / account holder | $12,105 | $10,250+18.1% | $8,285+46.1% | $13,397-9.6% |