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 | $37,598 | $49,922-24.7% | $80,569-53.3% | $75,163-50.0% |
| Participation rate | 59.3% | 55.3%+4.0pp | 67.0%-7.7pp | 67.2%-7.9pp |
| Annual return | 17.14% | 34.69%-17.5pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,751 | $2,990+92.3% | $4,447+29.3% | $4,125+39.4% |
| Admin fee / account holder | $1,920 | $3,577-46.3% | $5,377-64.3% | $5,651-66.0% |