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 | $64,638 | $105,998-39.0% | $92,233-29.9% | $147,584-56.2% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 12.35% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $360 | $4,333-91.7% | $3,679-90.2% | $4,876-92.6% |
| Participant deferral / active EE | $4,500 | $4,478+0.5% | $3,897+15.5% | $5,439-17.3% |
| Admin fee / account holder | $488 | $6,332-92.3% | $5,194-90.6% | $10,885-95.5% |